Financial and tax planning is often perceived as a service for the rich. However, people who don’t have hundreds of thousands of dollars in savings need guidance as well. Explore information about Federal transfer tax planning, critical planning steps, tools for retirement, using the Uniform Trust Act, and income tax planning.
Summary of ContentsCritical Planning Steps for Clients - Understanding the Basics
Federal Transfer Tax Planning
Retirement Planning and the Uniform Trust Act
Income Tax Planning and Basis Planning