Estate Planning 101: Stealth Taxes

In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up.

 

Read more and get additional resources here: https://wp.me/paeENs-aT 

 

Part 1 on Powers of Attorney: https://wp.me/paeENs-aB 

Part 2 on Wills and Trusts: https://wp.me/paeENs-aH 

 

What we discuss on this episode: 

2:19 – What are stealth taxes?

4:00 – Death taxes

7:57 – Individual retirement accounts

11:34 – Probate

14:09 – Delays and administrative fees