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WPN360
Apr 28

The Real Story Behind 770 Accounts

What is a 770 Account? It seems like 770 accounts are some of the latest buzz around the financial world. We’ve had several people asking about them recently, and questioning why they’ve never heard of them. The truth is, there is no such thing as a 770 account, and it is just reference to section […]

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WPN360
Apr 02

President’s Proposed 2016 Budget Could Substantially Affect Estate Planning

President Obama recently introduced his $4 trillion dollar fiscal year 2016 budget proposal, which adds $6 trillion to the national debt, and includes $1.44 trillion in new taxes. Almost all of these tax proposals are targeted at wealthy households, and could substantially change income and estate tax planning.   For starters, the tax rate on […]

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