Financial advisors can minimize estate tax exposure for clients by utilizing lifetime gifting, charitable giving, and the establishment of trusts to align with legacy goals.

Authors

• Person: Not available Organization: AssetMark
  Tax Optimization Strategies for a Changing Financial Landscape

Sources

• Tax Optimization Strategies for a Changing Financial Landscape www.assetmark.com AssetMark via serper

Referenced by nodes (1)

• trusts concept