Wills and Trusts

Wyatt, Tarrant & Combs, LLP

The New Tax Landscape for A/B Estate Plans

Leave a comment

Walter Morris, member of Wyatt’s Trusts, Estates & Personal Planning Service Team and based in the Lexington office, was recently quoted in a Morningstar article on the new tax landscape for A/B estate plans.  The article, “Is Your Estate Plan Obsolete?” discusses how A/B plans work and suggests different options to consider for estate planning.

Click here to view the full article.


Leave a reply. Please note that although this blog may be helpful in informing clients and others who have an interest in information privacy and security, it is not intended to be legal advice. The information on this blog also should not be relied upon to form an attorney-client relationship.

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s