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The Advisor: Estate Planning After Tax Reform
Manage episode 247559012 series 2154733
Trusts are important tools to help manage and protect assets for the long term or to achieve certain tax benefits. Today, it’s critical to consider the need for flexibility so that the trust can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law changes—and it will.
45 episodes
Manage episode 247559012 series 2154733
Trusts are important tools to help manage and protect assets for the long term or to achieve certain tax benefits. Today, it’s critical to consider the need for flexibility so that the trust can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law changes—and it will.
45 episodes
Усі епізоди
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