Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Wednesday, June 09, 2010
Still Certain: Death and Taxes
What plans can couples make now to protect their assets? Quite a few, as Forbes' Deborah Jacobs reports in Prepare for the Return of the Estate Tax. Set up life insurance trusts, for instance.
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