How Geography Can Wreck Your Estate Plan

Описание: Where you live can cost, or save, your estate hundreds of thousands of dollars.

In this Tuesday Triage episode of The Death Readiness Podcast, estate planning attorney Jill Mastroianni answers a listener question that sounds simple but isn’t: does it matter where you live when it comes to estate taxes?

The short answer: yes, dramatically.

Using a real-world scenario involving Washington, D.C., Maine, Georgia, and Kentucky, Jill breaks down:
• What domicile actually means (and why you can’t fake it)
• The difference between estate taxes and inheritance taxes
• Why Maine can tax you even if you don’t live there
• How Kentucky’s inheritance tax shifts the burden from the estate to your beneficiaries
• When state estate taxes matter, and when fear around them is misplaced

This episode isn’t just for people with large estates. It’s for anyone who:
• Owns property in more than one state
• Is thinking about relocating later in life
• Assumes “estate tax” is only a federal issue
• Wants to understand the real financial consequences of geography

You only get one life, and while taxes shouldn’t decide where you live, they deserve a seat at the table. This episode helps you separate fear from facts so you can make informed, intentional choices.

👉 Change of Domicile Checklist:
https://www.deathreadiness.com/domici...
👉 Episode 5: Why You Shouldn’t Worry About the Estate Tax
https://www.deathreadiness.com/podcas...
👉 Episode 19: Why You Need (or Don’t Need) a Trust
https://www.deathreadiness.com/podcas...
👉 Get organized with The Death Readiness Playbook:
https://www.deathreadiness.com/playbook
👉 Submit a question for a future Tuesday Triage episode:
https://www.deathreadiness.com/tuesda...

Disclaimer: This podcast is for educational and entertainment purposes only and does not provide legal advice. Consult a licensed attorney in your state for guidance specific to your situation.