Estate and Gift Tax Saving Opportunities: Part Two

26 January 2016 Financial Advisor Publication

Financial Advisor

Special Counsel Debra Smietanski contributed an article to Financial Advisor, “Estate and Gift Tax Saving Opportunities: Part Two,” on January 26, 2016. The article discussed various estate-planning opportunities available to financial advisors and clients, including life insurance and charitable gifts.

This article is part of a series, to view the first article click here.

Related Services

Insights