Unitrusts To the Rescue

June 24th, 2014

Sometimes it can be incredibly useful to have another arrow in your planning quiver. Consider the following: A trust is set up to provide for your surviving spouse, your third [...]

Impact of Federal Estate Tax Repeal (Part 2 of 4)

January 9th, 2017

Wealth Planning>Estate Planning Planning for 2017 and beyond (part 2 of 4) Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson | Jan 03, 2017 http://www.wealthmanagement.com/estate-planning/impact-federal-estate-tax-repeal In our prior article [...]