I'm a CPA: 5 Disastrous Mistakes Senior Clients Make With Their Estate Taxes [Yahoo! Finance]
WOLTERS KLUWER S/ADR (WTKWY)
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Source: Yahoo! Finance
As part of the process, you'll need to develop a strategy for estate taxes that minimizes your tax liability and maximizes the assets you pass on. Not everyone gets it right, though. Certain mistakes can have a huge negative impact on your finances. According to certified public accountants (CPAs), here are five potentially disastrous mistakes some senior clients make with their estate taxes Explore Next: Fidelity Says This Is a Surprising Risk of Holding Too Much Cash — Do You Have Too Much? Read This: 5 Low-Effort Ways To Make Passive Income (You Can Start This Week) Failure To Fund Trusts Trusts can be a powerful tool for senior clients — but only if you fund the trust, said Eliot Bassin, CPA and partner at Fiondella, Milone & LaSaracina LLP “Too often clients set up trusts, but do not actually transfer the intended assets to the trust,” Bassin said. “The effect is to inflate the client's estate and ultimately subject more assets to transfer taxes.” See Next: 3 Signs
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