The goal is to create a customized, holistic and effective plan for the client.
A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.
There have been concerns in recent months about the pandemic's impact on recovery programs.
Events like Covid-19 reinforce the need to prepare for the unforeseen.
They’re a viable tax-planning tool, but election year talk of higher tax rates could be a wild card regarding the break-even point on these investments.
The new law will require advisors to adjust financial and retirement planning for their clients.
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