Yahoo Finance: “Given the relatively low interest rates and transfer tax values, and some Uncle Sam-sanctioned planning techniques, there is a window of golden opportunity, according to Steve Leimberg, the publisher of Leimberg Information Services Inc. and author of “Tools and Techniques of Estate Planning.” The article discusses three estate planning concepts called tax basis consistency, valuation discounts and grantor retained annuity trusts (GRATs).
3 Estate Planning Changes Coming Your Way
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