Articles

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

Most people think estate planning is only about who inherits their assets — but there’s another, quieter risk that can explode later: income taxes. Even if your estate isn’t large enough to face estate tax, the way your plan handles retirement accounts, appreciated property, or gifts can trigger major income tax consequences for your heirs. Let’s explore where this “tax time bomb” hides — and how to defuse it before it costs your family thousands.