A Trump administration plan could change the face of estate planning and products.
Potential changes are keeping clients, advisors and accountants on their toes.
How advisors can use the latest proposals to benefit clients and reimagine planning.
“This is the biggest single event in the estate planning world probably since the 1980s," one CPA said.
Advisors have lots of ways to help clients with year-end planning.
M Financial has grown its ultra-affluent life insurance business since the 2008 crash by anticipating demand.
Suddenly revived rules will haunt 2012 tax returns.
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