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.

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