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Picking The Perfect Taxable Year For An Estate: Timing Is Everything

  • Writer: Kaitlin Riley
    Kaitlin Riley
  • Dec 3, 2024
  • 1 min read

In a recent article from Forbes.com, author Ashley Case explains the key differences in selecting a "calendar year or fiscal year for the estate’s taxable year."


Learn more about why estates use a fiscal year when planning an estate versus a calendar year, and how the Estate benefits the most from doing so.


Still have questions or want to start planning your estate? Contact us today for all things estate planning! Our in-house and strategic partners specialize in estate planning and work closely with our premium finance experts to ensure you get the most out of your estate plan and can create or maintain your wealth for future generations.



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