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Apr 1, 2009 12:00 PM
What Clients Want To Talk About Now
You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients.
But instead of taking advantage of this perfect storm for tax-driven wealth transfer strategies, many clients are frozen with fear.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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