Gavin Morrissey, JD, LLM, Commonwealth Financial
About the Author
Gavin Morrissey, JD, LLM, Commonwealth Financial
Gavin Morrissey is the director of advanced planning at Commonwealth Financial Network, member FINRA/SIPC, a registered investment advisor, in San Diego, Calif.
He can be reached at gmorrissey@commonwealth.com.
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By Gavin Morrissey, Commonwealth Financial |
June 18, 2012
Two proposed provisions could effectively end "zeroed-out" grantor-retained annuity trusts. Meaning: advisors should act fast if they plan to use one.
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By Gavin Morrissey, J.D., LLM |
May 8, 2012
Estate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?