Ultra-Wealthy Turn to Trusts to Plan for Potential Tax Hikes

How have the results of the recent election impacted your financial plan? 

Recently, Tobias Financial Advisors’ CEO Marianela Collado was quoted on Fox Business discussing important financial planning strategies to take into consideration. One way she is helping her clients prepare is cautioning them against taking drastic measures and triggering a lot of gains this year – noting that there will be opportunities for loss harvesting moving forward.

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