Davidson News

Davidson News

Maximizing Your Estate Plan: Tax-Saving Strategies for Today

Utilizing Upstream Basis Trusts with General Power of Appointment (GPOA) Considerations for Delegating Authority According to Kiplinger, by creating an upstream basis trusts with a general power of appointment (GPOA) people can lower capital gains taxes on assets sold while they’re alive. The GPOA lets an older family member decide how trust assets are divided … Read more