What Advisors Need to Know About Elective Community Property
Some non-community property states are allowing individuals and families to āopt-in,ā providing significant income tax benefits.
Trends & Insights
December 5 2023
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Our Chief Legal Officer, Anne Rhodes, recently wrote an article for WealthManagement.com that breaks down key aspects of elective community property, such as the The Double Basis Step-Up.
It also includes actionable client examples that can help advisors contextualize what this trend means for their clients.
Find it here:
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