Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax. The most populous state, California, is the latest state to consider adding a state estate tax. Click link below to learn more.
When and Where You Die Matters
- National Make-a-Will Month - September 11, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 8, 2023
- Understanding the Importance of the Simultaneous Death Act - September 4, 2023