Estate Planning Basics Attorney in Austin, Texas
What do I need to know about estate planning and my retirement?
What do I need to know about estate planning and my retirement?
More In This Category
View Transcript
00:04
estate planning
00:05
with retirement and retirement plans is
00:08
some of the most
00:09
complicated type of planning that we can
00:11
do the reason is that we often have
00:13
things like iras and 401ks that
00:16
have not paid income tax yet and so when
00:19
it comes time to pass that down to your
00:21
family members
00:22
taxes are going to be owed and a good
00:24
estate a planner
00:25
planner will understand the rules and
00:28
work with the client to
00:29
maximize the amount that can be passed
00:32
down to the family and reduce
00:34
the eventual income tax burden so that’s
00:37
typically what we’re looking at when
00:38
we’re
00:39
looking at working with a client who’s
00:41
planning to retire soon
00:42
is making sure that we have a good
00:44
strategy to reduce the eventual
00:47
income tax burden to the family
Austin, TX estates planning & probate attorney Kyle Robbins explains what you need to know about estate planning and retirement.
