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Around 90% of affluent households indicated they had responded to the Covid-19 pandemic with donations to organizations that provide basic necessities such as food, shelter and health care.
The report detailed how Laurene Powell Jobs, widow of Apple Inc. founder Steve Jobs, used GRATs to pass on about $500 million to her “children, friends and other family.”
How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.
