3 types of trusts that could help wealthy clients' estate plans

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

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Aug 27, 2024 - 11:00

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3 types of trusts that could help wealthy clients' estate plans

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

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