The 2010 Tax Act (The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010), signed into law by President Obama in December, is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
Estate planning remains vital to preserve the hard-earned wealth of your clients and their families. Educating them about the new options and opportunities will continue to be important.
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