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The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first, especially when you consider it in the context of your overall estate plan. You’re essentially making a bet that paying tax today is better than having someone else pay any income and/or estate taxes on it in the future.
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You want to make sure your loved ones can keep as much of their inheritance as possible. Nobody wants to see their legacy get chipped away by a large tax bill, but that’s exactly what could happen to your estate without careful planning.
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Estate planning can be difficult. No one likes staring down their own mortality, but thinking about how you want to pass on your legacy after you’re gone is a necessary part of financial planning.
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The idea of planning for after you’re gone is daunting, but proper estate planning is vital for anyone who wishes to protect their assets and loved ones. It could be even more critical for same-sex couples and LGBTQ families, even after the 2015 Obergefell v. Hodges Supreme Court decision.