Tax Savings

Learn about tax savings strategies in estate planning to help preserve more wealth for your beneficiaries and maximize your family's financial legacy.

What are common tax savings strategies used in estate planning?

Common tax savings strategies include utilizing annual gift tax exclusions, establishing revocable living trusts, and maximizing retirement account beneficiary designations. These approaches can help families preserve more wealth by potentially reducing estate taxes and simplifying asset transfers to beneficiaries.

News

Maximize Your SALT Deductions with Non-Grantor Trusts: A Tax-Saving Strategy

Unlock significant tax savings and enhance estate planning with non-grantor trusts. Explore how to maximize SALT deductions under new tax laws.

SimplyTrust EditorialJuly 17, 2025