"What to Do About Estate Planning Now"
Synopsis: CPAs can build awareness, help clients evaluate planning options, quantify the amount of wealth to be transferred, and so on. But professional advisors have another vital role; CPAs should temper clients’—and other advisors’—zeal to plan, with the reality check that the political environment is so uncertain that no one can predict which, if any, changes may ultimately be enacted. This risk should influence all planning.
Last week's article was:
"Estate Tax Nightmare: Three Weddings, Two Funerals, And A Mexican Divorce"
You can read last week's eNewsletter by clicking HERE.
