What is the difference between an estate tax and an inheritance tax?

An estate tax is a tax imposed on the estate of a deceased individual. An inheritance tax is a tax imposed on an individual when they inherit assets. An estate tax must be calculated and paid by the estate using estate assets prior to any assets being passed down to beneficiaries or heirs. An inheritance tax is paid by the beneficiary or heir after those estate assets have been passed down. North Carolina does impose an inheritance tax.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

The Ultimate Caregiver Guide!

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