A delicate balance: Reconfiguring trust assets under the new tax laws

05/20/2013 | Financial Planning

The tax implications of the "fiscal cliff" legislation, which imposed higher tax rates and changed the estate tax rules, could turn conventional investing wisdom on its head. Martin Shenkman, CPA, PFS, JD, considers alternative methods to retain trust tax advantages under the new law while avoiding potential pitfalls.

View Full Article in:

Financial Planning

Published in Brief: