Some planners say wait and see on estate-tax changes

04/14/2012 | Nerd's Eye View blog

Planners are divided over how to help clients prepare for estate-tax changes, Michael Kitces writes. There's a risk that clients could engage in permanent transactions while Congress may decide to extend exemptions or estate-tax rates. One approach is to take advantage of current rates. Another approach is to choose options that allow for flexibility to respond to tax-law changes.

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