Pending tax legislation and what you need to know

From Equitable:

At a recent webinar, Equitable discussed some possible tax changes and the implications those changes might have on your clients.

While there is still no definitive answer as to what changes, if any, will occur, we want to share information with you for a high-level overview of the possible changes.

• For FPs: Tax Reform Interim eNotice (5-pages)

• For FPs: Grantor Trust eNotice (3-pages)

• For clients: Spousal Lifetime Access Trust Flyer (4-pages)

• For clients: Managing Your Tax Bracket Case Study (3-pages)