Proskauer: Personal Planning Strategies (Mar. 2020)

~ lsaret

Proskauer has released its Personal Planning Strategies Newsletter for March 2020. Among other recommendations made, Proskauer recommends the following:

  • Update estate planning documents.
  • Using zeroed out GRATs.
  • Save failed GRATs.
  • Renegotiate outstanding promissory notes.
  • Look at tax filing extensions.

See full newsletter by clicking Proskauer: Personal Planning Strategies (Mar. 2020).

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

Published by lsaret

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