About this episode
Donna discusses the implications of using date of death versus alternate valuation date in estate planning.
One of the primary goals of estate planning is minimizing overall tax burden, and when dealing with large estates, the small details can make all the difference. Donna discusses one particular aspect of inheritance planning: the difference between using date of death vs alternate valuation date. Also on MoneyTalk, deciding whether to rollover your 401K, and planning for your first year of retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/8/2026; Original Air Dates: 1/8/2024 & 11/10/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.
People in this episode
Host: Donna Sowa Allard
Topics covered
- estate planning
- inheritance planning
- tax burden
- 401K rollover
- retirement planning
Keywords
- estate planning
- inheritance
- taxes
- 401K
- retirement
Mentioned in this episode
Organizations: Cumulus Providence
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