Posted on June 22, 2010 by Greg Herman-Giddens

New Taxes on Investment Income will affect Estates and Trusts

According to a recent article on WSJ.com, the additional 3.8% tax that starts in 2013 will also apply to undistributed income in estates and trusts, starting at about the $12,000 mark (making the top rate 44.4%).  This  will make planning for distributions to beneficiaries that much more important, as most beneficiaries will be in lower tax brackets.

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