A growing number of elders have amassed substantial assets as a result of adopting frugal lifestyles or making fortunate investments. This article proposes detailed plans for managing these individuals' taxes as their wealth is transferred.
Ross, Allen F.
"Tax-Efficient Wealth Transfer by an Elderly Couple,"
Marquette Elder's Advisor: Vol. 3
, Article 6.
Available at: https://scholarship.law.marquette.edu/elders/vol3/iss3/6