Many factors go into retirement decisions. This article by my friend and colleague Steve Hartnett, Director of Education at the American Academy of Estate Planning Attorneys, examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article also includes many links to helpful lists.
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- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 23, 2023
- National Make-a-Will Month - September 21, 2023