... have been largely focused on opportunities in the generation-skipping and estate tax exemptions. 'Good estate planning will always trump good investing,' he claims. Another focus among his clients, whose average assets under advisement is roughly ...
http://www.financial-planning.com/blogs/How-to-Help-Clients-Navigate-Tax-Day-2684295-1.html
http://www.financial-planning.com/blogs/How-to-Help-Clients-Navigate-Tax-Day-2684295-1.html
