Foundational Estate Planning Series

Income Tax Considerations for Estate Planning Part 2

Abbie Everist
RSM Washington National

September 12, 2023

Our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM’s Washington National Tax practice, are back to continue their discussion on income tax in estate planning, sharing crucial insights for optimizing your estate plan.  Here is a glimpse of what they cover:  simple vs. complex trusts, a fiduciary income tax charitable deduction, irrevocable grantor trusts, the potential impact of a divorce, and what you need for an illiquid estate.   Tune in for expert insights that can help you make informed decisions and maximize tax benefits in your estate plan.  Your financial legacy and heirs will thank you. 

Click here for “The Essential Guide to Estate Planning and Income Taxes