Death Bed Estate Planning Fire Drill - When a client walks into your office and informs you they have only a very short time to live, time is short and your planning options are more limited. General Review of Client Situation The first thing to do is what you would normally do in your …
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New Year’s Greetings
Congress passed a new tax law just before leaving for the holidays. The new law temporarily doubles the estate, gift, and GST exemption. The law increases the standard deduction and limits deductions for state and local taxes. Read the article to find out more about the new law and how it will …
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