Estate planning tools could be revamped under Obama budget

03/24/2013 | AdvisorOne

The forthcoming budget proposal from the Obama administration could endanger some estate planning measures that the industry assumed had been left intact by the American Taxpayer Relief Act of 2012. Changes could be made to the rules regarding grantor retained annuity trusts and dynasty trusts.

View Full Article in:

AdvisorOne

Published in Brief: