Potential tax reduction for married couples through Community property trust

Tax planning strategies can feel overwhelming for high-net-worth individuals, especially when it comes to managing wealth transfer and minimizing capital gains taxes. For example, did you know that a community property trust could help married couples living in common-law states access the same tax advantages offered in community property states? A CPT may allow for a “double step-up” in basis, reducing potential capital gains taxes and preserving more family wealth. Read the attached article to learn how CPTs can play a significant role in a broader estate plan and for important disclosures.

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