Weighing a Plan B in estate planning in light of Obama’s proposed tax overhaul – InvestmentNews


Weighing a Plan B in estate planning in light of Obama’s proposed tax overhaul
InvestmentNews
In the event of the tax overhaul, advisers will likely find themselves undoing estate planning work that they had put together in recent years. That would all be tied to the proposed change to the step-up in basis. Currently, if a beneficiary inherits

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