Estate and Retirement Planning
Upgrade your estate plan with the OBIT and the 412(e)(3)
Article posted by Nicholas Paleveda MBA J.D. LL.M
Article posted by Nicholas Paleveda MBA J.D. LL.M
Upgrading the estate plan by replacing the RLT with the OBIT and the ILIT with the 412(e)(3) can help client's save immediately on income taxes and, in the future, capital gains taxes. The adjustment clause can help them minimize estate taxes on the first death.
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Upgrade your estate plan with the OBIT and the 412(e)(3)
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