“I just want to make sure I don’t go broke and that I leave as much behind as I can.” That’s a line I have heard countless times from people all over the wealth spectrum. Most retirees focus on the number at the bottom of the balance sheet, not necessarily what that number will be after taxes. Some don’t care. Who can blame them? Others would rather not have their kids or their estate pay more than necessary to Uncle Sam. If you fall in the latter group, this one is for you. Below, I will explain four strategies to leave more by paying less (in taxes).
