March 11, 2024
Inheritance vs. Estate Taxes

Understanding the Difference Between Inheritance and Estate Taxes

By Steven Rogé, MBA, CFP®, AIF® Chief Investment Officer and CEO In taxation, inheritance and estate taxes are often used interchangeably, leading to confusion among individuals navigating the complex landscape of wealth transfer. However, these two forms of taxation serve distinct purposes and are governed by different rules and regulations. Let’s delve into the key...
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