High Net Worth Planning During Potential Tax Reform

Following the recent election results, there have been many questions about potential Tax Reform, and how this will impact estate tax planning.

Top financial, legal and tax advisors will all agree that clients are best served to not procrastinate and avoid planning during uncertain times, for the cost of being wrong can have devastating effects to their family, business, and legacy.

To this end, Lion Street has prepared a first-iteration white paper, “High Net Worth Planning During Potential Tax Reform” [CLICK HERE to download]. Please enjoy it with our compliments.

We’ll continue to monitor developments as they arise and keep you informed.

The information provided is for educational purposes only. This information is from sources we believe to be reliable, but we cannot guarantee or represent that it is accurate or complete. The opinions are those of the writer, and the opinions and information presented are subject to change without notice.

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