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Structured Estate Planning: A Model for Reducing Taxable Value through Optimized Withdrawals under Current US Tax Laws

Charles A. Stone & Anne Zissu

The Journal of Wealth Management2025https://doi.org/10.3905/jwm.2025.1.275article
AJG 1ABDC B
Weight
0.50

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https://doi.org/https://doi.org/10.3905/jwm.2025.1.275

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@article{charles2025,
  title        = {{Structured Estate Planning: A Model for Reducing Taxable Value through Optimized Withdrawals under Current US Tax Laws}},
  author       = {Charles A. Stone & Anne Zissu},
  journal      = {The Journal of Wealth Management},
  year         = {2025},
  doi          = {https://doi.org/https://doi.org/10.3905/jwm.2025.1.275},
}

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Structured Estate Planning: A Model for Reducing Taxable Value through Optimized Withdrawals under Current US Tax Laws

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Evidence weight

0.50

Balanced mode · F 0.40 / M 0.15 / V 0.05 / R 0.40

F · citation impact0.50 × 0.4 = 0.20
M · momentum0.50 × 0.15 = 0.07
V · venue signal0.50 × 0.05 = 0.03
R · text relevance †0.50 × 0.4 = 0.20

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