from day 17/02/2017


The Best Way to Leave Assets for Non-Spousal Heirs


Although very well-intentioned, qualified plans are not the best assets to plan on leaving behind to your non-spousal heirs. The problem stems from the fact that they may be subject to income and estate taxes upon their inheritance. Depending on your gross estate value and your state of residence, your qualified plans could be subject to federal estate tax, state death tax, and federal and state income taxes.

Continue Reading