#293 | 𝗛𝗼𝘄 𝗖𝗮𝗻 𝗜 𝗔𝘃𝗼𝗶𝗱 𝗣𝗮𝘆𝗶𝗻𝗴 𝗧𝗮𝘅𝗲𝘀 𝗼𝗻 𝗠𝘆 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲?

There are a 𝗳𝗲𝘄 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘁𝘆𝗽𝗲𝘀 of taxes that might apply to an estate, with some being settled before the inheritance is distributed and others afterward. Knowing the difference and how each type impacts you as a beneficiary is key.

Navigating the world of inheritance taxation can be complex, but understanding the basics can significantly impact your financial outcome.

We'll say it again, though - 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗮𝘁𝘁𝗲𝗿𝘀! The way the estate plan is structured can make a huge difference in the taxes you might owe. This video is specific to NJ, but the principles apply across the board.

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If you want to talk more about anything estate planning, elder law or probate related:

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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

1. Family protection

1. Simplicity and efficiency for our clients

1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

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