Featured Article on WealthManagement.com: How the IRS Is Like Panera Bread
Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows customers to combine any two items from a variety of soups, sandwiches and salads for their meal selection.
Did you know the Internal Revenue Service offers a similar “pick two” option for your estate-planning clients? While the IRS menu seems pretty limited (big surprise), it’s more appealing than you might think.
Read the full WealthManagement.com article here