How Geography Can Wreck Your Estate Plan скачать в хорошем качестве

How Geography Can Wreck Your Estate Plan

Where you live can cost, or save, your estate hundreds of thousands of dollars. In this Tuesday Triage episode of The Death Readiness Podcast, estate planning attorney Jill Mastroianni answers a listener question that sounds simple but isn’t: does it matter where you live when it comes to estate taxes? The short answer: yes, dramatically. Using a real-world scenario involving Washington, D.C., Maine, Georgia, and Kentucky, Jill breaks down: • What domicile actually means (and why you can’t fake it) • The difference between estate taxes and inheritance taxes • Why Maine can tax you even if you don’t live there • How Kentucky’s inheritance tax shifts the burden from the estate to your beneficiaries • When state estate taxes matter, and when fear around them is misplaced This episode isn’t just for people with large estates. It’s for anyone who: • Owns property in more than one state • Is thinking about relocating later in life • Assumes “estate tax” is only a federal issue • Wants to understand the real financial consequences of geography You only get one life, and while taxes shouldn’t decide where you live, they deserve a seat at the table. This episode helps you separate fear from facts so you can make informed, intentional choices. 👉 Change of Domicile Checklist: https://www.deathreadiness.com/domici... 👉 Episode 5: Why You Shouldn’t Worry About the Estate Tax https://www.deathreadiness.com/podcas... 👉 Episode 19: Why You Need (or Don’t Need) a Trust https://www.deathreadiness.com/podcas... 👉 Get organized with The Death Readiness Playbook: https://www.deathreadiness.com/playbook 👉 Submit a question for a future Tuesday Triage episode: https://www.deathreadiness.com/tuesda... Disclaimer: This podcast is for educational and entertainment purposes only and does not provide legal advice. Consult a licensed attorney in your state for guidance specific to your situation.