The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  http://boards.fool.com/inheritance-and-trusts-and-more-14415850.aspx

Subject:  Inheritance and Trusts and more. Date:  2/23/2001  9:47 PM
Author:  oreck Number:  47072 of 121061

If my dad has a fund that is in a living-trust and I am the beneficiary of it. . . then if something were to happen to him how would inheritance taxes and capital gains play into it? and should I tell him to keep all the records for the dividends capital gains he has been paying to offset the principle?
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us