In collaboration with KLR Wealth Management, we’re delivering the December Monthly Market Update. David Wray, CFA and Chief Investment Officer at KLR, gives us his viewpoint on what happened in November and what he sees impacting the Market in December.
“When properly designed and executed, trusts can have incredible estate tax advantages. Here’s what you should know.
One of the most common reasons to create a trust is to maximize the wealth transfer between generations, i.e., to make sure your beneficiaries receive the most assets possible. This is where potential tax savings through trusts comes in.”