Estate Taxes — Insights | Stordahl Capital Management

Posts tagged Estate Taxes

Understanding Income in Respect of a Decedent (IRD): What It Is and How It Affects Your Taxes

Read this article to find out what IRD is and how it can affect an estate or its beneficiaries.

Estate PlanningStordahl Capital ManagementApril 17, 2023Income in Respect of a Decedent, IRD, Estate Taxes, Income Taxes, Beneficiary, 401(k), IRA, Required Minimum Distribution, RMD

What All Financial Advisors Should Do (but Don’t): Monitor Your Estate Plan

What All Financial Advisors Should Do (but Don’t): Monitor Your Estate Plan

Your financial advisor should help ensure you estate plan reflects your wishes and goals, and monitor it for updates and tax opportunities.

Estate PlanningBill StordahlNovember 1, 2021Financial Planning, Legacy Wishes, Estate Taxes, Tax Reform