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The Wealth Counselor


Legacy Insights: Navigating the Generation-Skipping Transfer Tax




Generation-Skipping Transfer Tax 101


If are part of an ultra-high-net-worth family, it is important to understand the generation-skipping transfer tax and how it may affect your estate plan.

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Let's Do the Math: How Does the Generation-Skipping Transfer Tax Work?


You may have considered creating a trust to transfer wealth to your grandchildren and great-grandchildren. But you may not have considered how the generation-skipping transfer tax could affect this inheritance. To better explain how the tax would impact a gift in trust, we are going to take a look at some math.

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What You Need to Know about the Generation-Skipping Transfer Tax Returns


Several different returns involve the generation-skipping transfer tax. Read more to learn which form needs to be filed with the Internal Revenue Service in each circumstance.

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MEREDITH | PC
4325 Windsor Centre Trail
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Flower Mound Texas 75028
214-513-1013
This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.