ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Lifetime Gift Planning: Flexibility in trusts"
Episode Synopsis
While federal estate, gift and GST tax exemption amounts provide a significant incentive to review existing estate planning and consider implementing new planning strategies, it’s critical to consider the need for flexibility so that trusts can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law or family circumstances change – and they will.
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