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How to avoid having your nest egg scrambled.

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McBrayer Blogs

Showing 2 posts tagged GRATs.

Don’t Misplace Your Trust – Proposed Tax Law Overhaul Targets Grantor Trusts, IRAs, and Other Financial Planning Tools

It’s been clear from the start that the new administration in Washington has its sights set on overhauling the tax code. However, the outline of proposed tax legislation unveiled on September 13 by the House Ways and Means Committee has made those changes all the more likely. Among those affected by the proposals would be high-net-worth and high-income individuals attempting to save for retirement or plan their estates. Here, we give you the rundown on the changes you should be aware of and how they could affect you. More >

Don’t Delay—Proposed Changes to Estate Tax Law Aim to Eliminate Step-Up in Basis

If you’ve been waiting for the “right time” to start planning your estate, don’t wait any longer—the right time may be in the rearview before you know it. With a new administration in the White House, tax reform is on the agenda in Washington, and the proposed changes would have a major effect on many estates, especially for high-net-worth individuals. More >

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