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Taxes & Financial Planning

Step-Up in Basis: Capital Gains Implications at Death Explained Dynasty Trusts: When to Use for Generational Wealth Transfer ILITs: Master Strategy for Excluding Life Insurance from Taxable Estates Smart Inheritance: Minimizing Income Tax for Beneficiaries of Diverse Assets Advanced Estate Tax Minimization for Highly Appreciated Assets Estate Planning Powerhouse: Private Family Foundations and Generational Wealth Decanting: Injecting Flexibility into Irrevocable Trusts Family Limited Partnerships: Leveraging Discounts for Generational Wealth Transfer IDGT Installment Sales: A Powerful Estate Planning Strategy Estate Planning Complex Portfolios: Navigating Advanced Challenges