By William Beynon & John Walker - Recently John was in a financial planning session with a family where he recommended some trust and estate work. John laughed with his clients when they said, "if we trust our family why do we need a[…]
POSTED ON
July 22nd
- POSTED IN
Cycles,
GRAT,
tax loss harvesting,
CWA,
gifts,
Roth IRA,
Grantor Retained Annuity Trust