Rubik's cube: Planning for the new tax legislation

06/10/2013 | Financial-Planning.com

Tax legislation signed into law earlier this year, containing higher rates and changes in the estate tax rules, presents a challenge to advisers who need to assess the tax implications of their investment advice. This article discusses the strategies available to advisers in negotiating the new rules, including the use of bypass and grantor trusts, and how to mitigate tax exposure.

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