925.244.1185
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Tax Planning

Wednesday, May 11, 2022

Beneficiary Income Tax Planning


There is a common assumption that people who inherit through a trust do not have to pay any taxes, but that is not always correct. Because trust beneficiaries do have to pay taxes in certain situations, you will want to think about how to minimize the tax consequences for the beneficiaries of your trust.

A California estate planning attorney can help you explore your options for beneficiary income


Read more . . .


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