5 Estate Planning Strategies to Keep Your Money in the Family – U.S. News & World Report



U.S. News & World Report

5 Estate Planning Strategies to Keep Your Money in the Family
U.S. News & World Report
“The bigger issue in estate planning for the majority of people is managing the step-up in basis on inherited assets and income taxes,” says Matt Anderson, a certified financial planner and vice president of The Wise Investor Group in Reston, Virginia.

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