Estate Planning & Tax Strategies After the 2025 Tax Law Changes
Автор: Stockton and Kandt, LLC
Загружено: 2025-11-06
Просмотров: 52
Описание:
How the New Tax Law Impacts Your Legacy: Roth IRAs, Gifting, and Long-Term Care Planning
Wondering how the 2025 tax law changes will affect your estate plan and legacy? In this episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt break down what the new tax bill means for you and your family. Discover actionable tax-saving strategies, including Roth IRA conversions, effective gifting, and how to avoid costly mistakes with capital gains and step-up in basis. Learn why proper Medicaid and long-term care planning is more important than ever, and how to work within the new rules to protect your assets and provide for your loved ones. Whether you're updating an existing plan or just getting started, this episode offers expert advice to help you minimize taxes, maximize your legacy, and avoid common pitfalls. Listen now to stay informed, empowered, and ready for the future!
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