True Value

When a client passes away, financial planners have many issues to deal with to help the family or loved ones. Tax planning is one of them, and the tax implications of administering an estate can affect your role in unexpected ways. In a down market and recession, the deceased client's estate may benefit from an unusual tool: the alternate valuation date for estate assets. This technique can make you a tax-planning hero—a great way to entice the next generation to engage your services.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (0)

Be the first to comment on this post using the section below.

Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here