Tax Deal a Game Changer for Estate Planning

The impact of last week’s tax accord in Congress -- officially known as the American Tax Relief Act of 2012 -- is likely to be far wider and more complex than many have imagined. And many of these complexities will directly impact financial advisors.  

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Comments (2)
Good article. A minor correction is the name of the act, which is the American Taxpayer Relief Act of 2012. I would enjoy a follow-up article on the act's effect on widows and widowers. That is, what happens to a widow with $5m to $8m, and whose deceased spouse has an old trust funded with a $1.5m exemption at death, plus the taxable growth since then?
Posted by David W | Monday, January 07 2013 at 2:36PM ET
I must agree with you: the article is really awesome, so many useful and interesting stuff in it. To bad that the process might be too complicated. I like all of your articles! My parents (I have showed them this site) and I are your biggest fans. You do a great work to help to deal better with personal finances. A lot of your advices helped prevent me from one hour payday loans and other ways of borrowing cash. Thanx a lot for your job!
Posted by David G | Thursday, January 17 2013 at 5:49AM ET
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