A Smart Option for Transferring Wealth Through Generations: The Dynasty Trust
by Stewart J. Weissman, Investment Adviser Representative
Oct 02, 2021
4 minutes
Under the new Biden administration, the president has made his intentions clear about the potential to change the tax code.
I believe tax increases are forthcoming; he’s already stated his position on income taxes and capital gains taxes as well as estate tax exemption amounts. These factors should motivate many people to explore their options.
What should you do regarding estate planning?
There are various types of planning strategies today that make a lot of sense and that people should think about implementing before the tax laws change. Try to do the planning now because the planning opportunities
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