Lifetime Income Series: How to Avoid Up to 40% Capital Gains Tax

This week Jim and John discuss estate tax planning, and the tax changes of which few are aware. Heirs of larger estates may be subject to capital gains taxes, and this program highlights the major issues involved. It may also motivate you to take steps to establish an estate plan that can help avoid or save significant capital gains taxes. Jim illustrates these important issues through the case study of Robert and Norma Cook. The guest this week is attorney Roberta J. Robinson, who speaks about tax planning and discusses specific tax planning strategies.

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