When Foundations Succeed

Estate planners live in uncertainty. Historically, the strongest selling point for their services has been helping clients minimize estate taxes. But with increases in the estate tax exemption and the possible outright repeal of the estate tax, clients are less interested in minimizing estate taxes and more focused on the non-tax aspects of estate planning, including asset protection planning, dynastic

Estate planners live in uncertainty. Historically, the strongest selling point for their services has been helping clients minimize estate taxes. But with increases in the estate tax exemption and the possible outright repeal of the estate tax, clients are less interested in minimizing estate taxes and more focused on the non-tax aspects of estate planning, including asset protection planning, dynastic trust planning and probate litigation. Another area that isn't dependent on signific

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