- Perry Ganz was quoted in this article by Lisa Shilder, regarding a
provision in President Obama's proposed estate plan legislation which
would impose tighter restrictions on strategies designed to transfer
wealth and reduce estate and gift taxes. Under the proposed
legislation, only business assets would be eligible for a discount, and
other traditionally-gifted assets - such as stocks, bonds or certain
types of real estate - would no longer be eligible for discounting.
To learn more about this topic, or how this proposed legislation might impact your estate plan, please contact Perry Ganz at Tarlow Breed Hart & Rodgers, P.C by phone at
(617) 218-2048, or email him at email@example.com. You may also read the full article by going to Investment News.