You’ve spent decades building your estate. The last thing you want is for a significant portion of it to disappear in taxes before it reaches the people you intended to provide for. Inheritance tax planning is one of the most consequential financial decisions a senior man can make — and one of the most commonly delayed. In this episode, we cut through the confusion about who actually knows this territory best: estate attorneys, certified financial planners, tax advisors, or some combination. We explain what each professional brings to the table, when to bring them in, and the strategies they’re most likely to recommend for reducing your estate’s tax exposure.
Insight Map
Not all financial advisors are equally equipped to handle inheritance tax planning. This visual maps the key professional roles — estate attorney, CFP, tax advisor — explains what each one does, and outlines the most common strategies retirees use to minimize inheritance tax liability.
