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Mark Weiskind quoted in Barron’s

March 03, 2026 | In the News

Mark Weiskind

As tax rules and planning considerations shift, many families are taking a fresh look at long-standing trusts during routine financial check-ins.

Founding Partner and President Mark Weiskind, CFP, CPA/PFS (inactive) spoke with Barron’s contributor Debbie Carlson, sharing his perspective on why trusts may need to be re-evaluated as estate and tax rules evolve. “Now that the estate tax isn’t an issue, they put little bit more of a premium on the step-up in basis,” he said. Click here for the full article, syndicated by MSN.

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