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Avoid “Dangerous” Planning Generalizations After New Tax Law

Now that the status quo of tax planning has been upended by the passage of the Tax Cuts and Jobs Act of 2017, wills, trusts, and portfolios are all due for a once-over and advisors are bracing to make sense of some of the most sweeping tax changes in decades.

To read the full article in FinancialPlanning, click: Avoid “Dangerous” Planning Generalizations After New Tax Law.

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