For many wealthy clients, the fear of the federal estate tax is a thing of the past, following the fiscal cliff tax deal that permanently raised the exemption for a couple to $10.5 million and made the exemption portable between spouses.
Understandably, they will now expect their planners to offer less complexity and lower costs than they had to endure in the past.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access