Attorneys, accountants and financial advisors have an opportunity to help clients modify their estate plans in the 2010 "estate tax holiday." But as this article illustrates, they need to be careful that any changes they make today do not have to be undone tomorrow if Congress reinstates the estate and GST tax systems retroactively to January 1, 2010.
With Uncertainty, Opportunity for Estate Advisors
Posted by Joseph Hahn on January 31, 2010
http://hahnestateplanning.com/2010/01/31/with-uncertainty-opportunity-for-estate-advisors/
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Adapting Estate Plans for 2010 and Beyond
Adapting Estate Plans for 2010 and Beyond
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With Uncertainty, Opportunity for Estate Advisors
Attorneys, accountants and financial advisors have an opportunity to help clients modify their estate plans in the 2010 "estate tax holiday." But as this article illustrates, they need to be careful that any changes they make today do not have to be undone tomorrow if Congress reinstates the estate and GST tax systems retroactively to January 1, 2010.
Posted by Joseph Hahn on January 31, 2010
http://hahnestateplanning.com/2010/01/31/with-uncertainty-opportunity-for-estate-advisors/
Previous Post
Adapting Estate Plans for 2010 and Beyond
Adapting Estate Plans for 2010 and Beyond
Leave a comment

