Thought for the Day” #1076 – by Stephen R. Elville, J.D., LL.M.

May 7, 2018

“Income tax is the new “estate tax”. To the extent this concept is understood, clients can fully take advantage of the unprecedented tax savings opportunities available in today’s planning. Can you imagine a world where assets may pass to your spouse, children, or other beneficiaries income tax free, except for non-Roth-type retirement assets? That world is here now.”