Saving & Investing

 

Estate planning: Don't forget about state taxes

November 04, 2013
 
 

State laws factor in the estate equation

Federal tax laws have provided some certainty for estate gift and tax rates and exemptions but some states levy estate taxes too. Vanguard financial planners Alisa Shin and Kevin Wick suggest you should check your state laws before establishing or changing your estate plan.

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Important information

  • All investments are subject to risk, including the possible loss of the money you invest.
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  • This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation.

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