Tax Planning with Community Property Trusts

April 27, 2022 · Colony Family Offices

Although no two states have identical community property laws, one thing is consistent within all community property states: their married residents enjoy a significant income tax advantage (with respect to any appreciated assets) in the form of a decreased capital gains tax on community property sold after the death of the first spouse. Click here […]

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Although no two states have identical community property laws, one thing is consistent within all community property states: their married residents enjoy a significant income tax advantage (with respect to any appreciated assets) in the form of a decreased capital gains tax on community property sold after the death of the first spouse.

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