Gaining Perspective

Minisode - The Key Issues for Clients with Irrevocable Trusts


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Irrevocable trusts are an effective way to minimize the tax consequences of transferring wealth to future generations. My guest today, Michael Roberts, will discuss how they are set up, who they are most effective for and how advisors can advance their relationships with clients by using them.

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Gaining PerspectiveBy Advisor Perspectives

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