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Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.
Gateway enhances a long-short strategy with tax efficiency.
Several estate planning products were built to address concerns about paying federal estate tax. However, the tax law passed earlier this year may have made these products moot. Advisors need to react before angry clients start calling.
With some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients’ strategies.
IRAs and Roth IRAs can be used to pass wealth to children and grandchildren, and to encourage retirement savings, but be sure to follow the rules.
As with the Whac-A-Mole carnival game, new regulation means new opportunity.
Get answers about 529 assets and Medicaid qualification, plus putting 529s in revocable trusts.