
Does Your Estate Plan Avoid This Inheritance Trap?
It’s a mistake that’s shockingly common among affluent families. It doesn’t make headlines. However, it does trigger massive tax bills—and it’s costing heirs millions every year.

It’s a mistake that’s shockingly common among affluent families. It doesn’t make headlines. However, it does trigger massive tax bills—and it’s costing heirs millions every year.

If you sold holdings at a loss during April’s brutal sell off, you probably took solace that you at least accomplished some tax-loss harvesting.