Updated Friday, July 25, 2014 as of 12:05 PM ET
Portfolio - Estate Planning
True Value
Friday, May 1, 2009
Partner Insights

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.

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