Today's watchword is "flexibility"
Article Abstract:
The authors discuss proposed changes to the federal estate tax and laws regarding trust taxation, which create the need for estate planners to develop flexible plans to deal with these changes.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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What to do about new estate tax rules
Article Abstract:
The authors discuss areas of estate planning which should be addressed in light of the Economic Growth and Tax Relief Reconciliation Act of 2001.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Final regulations issued for charitable remainer trusts
Article Abstract:
The authors discuss regulations issued by the IRS regarding charitable remainder trusts.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
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