When choosing the direction to take in estate planning, it’s important to consider the impact of the proposed estate plan on income tax basis. Basis is often overlooked when estate planning strategies are considered. This article examines how common estate planning strategies impact income tax basis.
Income Tax Basis in Estate Planning – Part 2
Senior Partner at Morris Hall, PLLC
Theron M Hall, Jr. (aka Tim) learned early in life the need of proper management of estates for their preservation. Born and raised in Apache County, Arizona, Tim worked for his parents’ title company as a youth, where he gained a lasting appreciation for those who work hard to acquire their estates. Now, as an estate planning attorney, protecting his clients’ future through quality legal service has become his hallmark.
Latest posts by Theron M. Hall Jr. (see all)
- Phoenix Estate Planning For Children - December 15, 2022
- Social Security Retirement: Understanding The Benefits - November 18, 2021
- Probating an Estate: 5 Reasons to Hire a Lawyer - November 4, 2021
Leave a Reply