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In this video I’m going to describe the various expenses that are associated with settling an estate. So one of the reasons people engage an estate planning attorney like myself is because they’ve worked their entire life, paid taxes, set aside some assets, and now the last thing they want is when they die, they don’t want a chunk of their estate to go to the government, IRS, to lawyers, or their state department of revenue.

So while each estate is different, there are some common estate settlement expense themes that we address in this video.

0:00 Estate Settlement Expenses
0:38 Estate Tax Expenses
1:51 Income Tax Consequences to Inheriting
2:58 Capital Gains Tax For Heirs
4:20 Probate Expenses
6:26 Creating a Living Trust to Avoid Probate Expenses
7:20 Bottom Line Summary
8:15 Your Zoom Estate Design Meeting With Me