Connecting With Ultra-HNW Heirs By Fostering Family Trust
CFO News Room
FEBRUARY 2, 2022
Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”
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