Biden 2-Step for Wealthy Families: Why Affluent Families Should Immediately Sell Assets to Irrevocable Trusts for Promissory Notes Before Year-End and Forgive the Notes If Joe Biden Is Elected, A/K/A What You May Not Know About Valuing Promissory Notes and Using Lifetime Q-Tip Trusts

November 8th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2813. Wealthy individuals who postpone taking appropriate action to eliminate estate taxes may not be able […]