Trusts & Estates
Adaptable Planning Advice for 2012 and Beyond
By: Charlie Douglas, JD, CFP®, AEP
With such limited visibility and more planning vehicles under attack, like the President’s newly proposed plan to apply a transfer tax to Grantor Trusts, prudent planning recommendations increasingly depend upon adaptable planning advice. From basic to advanced estate planning, flexibility, particularly regarding irrevocable trusts is becoming mission critical for there to be a productive planning outcome.
To learn more about adaptable planning and to access the article, please fill out the form below.
Topics
Complete the form to get your free guide
Related Resources
2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More
Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.
Learn More