Sizing a Transfer-Tax Strategy for Success

Help clients maximize their estate planning success by funding trusts with today's federal exclusion amount, while avoiding potential pitfalls through astute creation and effective administration over time. 

Read the full piece here.

Jennifer B. Goode
Director—Institute for Trust and Estate Planning

The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.

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