Wealth Management : “In what will likely prove to be one of the more memorable presentations at the 2018 Heckerling conference, Paul S. Lee, of The Northern Trust Company, emphasized the importance of managing tax basis as part of the estate planning process.”
Managing Tax Basis in Estate Planning
About the Author: On the Net
This blog post links to the quoted article found else where on the internet. Click on the lnk to read the entire article.