Certain Trusts Take the Sting out of Estate Tax Increases

by Financial Advisor Magazine

As Washington mulls possible increases to estate taxes, clients still have strategies to consider to help them remove the sting. One of those strategies is to make gifts to trusts, which can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. Arden's Michael Roberts shares insight on using "QTIP trusts" to help clients solidify their estate plans now. Read More