Martin M. Shenkman goes in-depth on Decanting Trusts, an estate planning process that you can use to build referral relationships with attorneys. The video emphasizes the considerable benefits of Decanting Trusts, such as protecting assets, extending trust terms, and changing trustee powers, and how you can use this process to grow your client base.
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Tax Snapshot
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
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