This Estate Attorney’s TOP 5 Strategies To Avoid Tax

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In this post I explain five strategies that can enable families to avoid tax. They include:

(1) Step-Up in Basis
(2) Double Step-Up in Basis
(3) Pay Income Tax On IRAs At Lower Rates
(4) Make The Portability Election
(5) Annual Gifting

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This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.

Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com
Phone: (225) 329-2450