CUSTOM BOND VALUATIONS DON'T (NECESSARILY) SAVE MONEY

The belief that estates can realize significant estate tax savings from custom bond valuations is based largely on the inefficiencies of the fixed income markets and the use of standard bond valuations. There's some validity in that belief, but nowadays, the discrepancy between the prices that institutions and individuals receive for bonds should not be that great. Standard bond valuations shouldn't

The belief that estates can realize significant estate tax savings from custom bond valuations is based largely on the inefficiencies of the fixed income markets and the use of standard bond valuations. There's some validity in that belief, but nowadays, the discrepancy between the prices that institutions and individuals receive for bonds should not be that great. Standard bond valuations shouldn't be that “off” from custom bond valuations and shouldn't produce significant estate tax

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