May 9, 2012

Handled Estate Planning for Terminally Ill Spouse

Our team worked closely with our client’s attorney and investment advisors to create an estate plan for a terminally ill spouse. This included determining the tax implications of trusts set up for children, investment decisions and equalization of the estate.

Learn more about our Family Wealth and Estate Planning and Tax Planning and Compliance services.

All Insights

Keep up with Anders

Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.

  • This field is for validation purposes and should be left unchanged.