Tax Tips in 10 or Less Ep. 41
Tax Planning for the Next Generation
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What is a Step-Up and Step-Down in Basis?
https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o
Wills vs. Trusts: What's the Difference?
https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE
Estate Tax vs. Inheritance Tax
https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC
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The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
