Current administration eyes tax hikes for high earners
Treasury report offers a look at potential policy items such as tax hikes that could be proposed in the future.
Tag: grantor trust
House tax proposal would upend grantor trusts
The recent House tax proposal would upend grantor trusts and make planning more difficult for those transferring wealth to heirs
Five estate-planning strategies for 2014
The permanent federal estate-tax exemption levels do not mean that clients with estates of lesser value can avoid planning. Many aspects of estate-planning remain critical to a comprehensive financial plan. Here are five estate-planning strategies to review with clients. 1. Review estate-planning documents Clients with estates of all sizes need to plan for the future.