[Series 66] 29, Estate Planning and Wealth Transfers

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-22

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How federal cost basis rules differ between lifetime gifts and testamentary bequests. - The mechanics and tax implications of the stepped-up basis at death versus carryover basis for gifts. - How revocable and irrevocable trusts impact estate inclusion and basis transfers. - Key differences between federal gift/estate tax rules and s...