Integrating Estate Planning and Borrowing

Andrew Horwitz |
Tax Reform
Tax Reform and Leverage NC.jpg

Uncovering opportunities under the new tax law.   Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk

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