Welcome to the Coats Rose Wealth Presentation & Transfer Planning Newsletter Q3 2018 edition, a resource for timely legal analysis of issues affecting personal wealth, estates and financial preservation. Included in this issue are articles that explore, “Spousal Lifetime Access Trusts,” “Advantages of a Living Trust,” and “New Business Planning Opportunities Under the 2017 Tax Act.”
Read the newsletter in its entirety and learn more here.
