What Advisors Need to Know About Elective Community Property

Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.

Trends & Insights
December 5, 2023
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Our Chief Legal Officer, Anne Rhodes, recently wrote an article for WealthManagement.com that breaks down key aspects of elective community property, such as the The Double Basis Step-Up.

It also includes actionable client examples that can help advisors contextualize what this trend means for their clients.

Find it here:
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