Which type of financial trust is right for you?
Myriad options allow physicians to minimize tax liability, assist surviving family
Publish date: January 1, 2010
Joel M. Blau, CFP , Ronald J. Paprocki, JD, CFP, CHBC
Joel M. Blau, CFP , Ronald J. Paprocki, JD, CFP, CHBC
Estate planning strategies utilize various trusts to minimize estate tax liability as well as provide assistance or management for the surviving family.