Thanks so much for attending my webinar with United Capital!
Further Reading Materials:
- The Rise Of The Spousal Lifetime Access Trust (SLAT)
- Permanent Portability Of The Estate Tax Exemption – Is It Time To Bypass The Bypass Trust For Good?
- 3 Estate Planning Strategies That May Die Soon
- Proposals For Eliminating Stretch IRAs, Repealing NUA, And The $3.4M Retirement Account Cap In The FY2016 Treasury Greenbook
- IRS Will Now Require Executors To Report Cost Basis To Beneficiaries For Inherited Assets
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017