A New Planning Environment

A New Planning Environment

Practical advice based on client inquiries

The emphasis on asset protection continues unabated in a planning environment where estate taxes have become less important. States attempt to compete with one another by enacting creative approaches to asset protection. 

Over the year, I’ve received numerous inquiries from clients regarding asset protection. Here are some of the situations I’ve encountered recently and the advice I gave to these clients. 

 

An Unexpected Inheri

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