New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant. By Anand Gupta
https://www.financial-planning.com/news/trusts-that-could-help-wealthy-clients-estate-plans?utm_source=dlvr.it&utm_medium=blogger
https://www.financial-planning.com/news/trusts-that-could-help-wealthy-clients-estate-plans?utm_source=dlvr.it&utm_medium=blogger