Wealth Planning & Investing

Is AB Trust Planning Still Effective?
With the introduction of the federal portability provision, is AB trust planning still effective? Learn the pros and cons of this traditional approach.
Wealth Planning & Investing
Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS
04.19.17Estimated Reading Time: 7 Minutes

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Is AB Trust Planning Still Effective?

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