What You Need to Do Now in Estate Planning Under the New Tax Law

While the increased exemption amounts have increased and tax rates have declined, many clients have deferred estate planning until the tax environment had sufficient stability to permit consideration of long-range estate planning. . For this reason, practitioners need to reacquaint themselves with the tools and techniques employed in sound estate planning and identify clients that need to know they may require these services. With a now stable tax environment, 2013 is the year for practitioners to meet with clients to explore their options and implement them. Don't risk your clients' financial future!