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Jan 1, 2006 12:00 PM
It Couldn't Hurt
Many estate planners these days see the estate planning marketing glass as half empty … and leaking. An ever-increasing portion of their clients and prospects — even the wealthy ones — simply don't find traditional estate tax planning either necessary or desirable. How could it be otherwise? Proposed estate tax reforms (forgetting outright repeal) would still leave more than enough for clients' children. But perhaps more to the point, clients are warned daily (maybe even hourly) to reduce their expectations for market returns and to increase their expectations for their life spans. Naturally, they are more concerned about the risks of living longer lives with lower investment returns than they are about estate taxes that their children (and not they themselves) might pay on their inheritances.
What can these planners do to get a whole new perspective on the marketing glass? They can focus where clients themselves are focusing — and consider including a memorandum of instructions in estate plans.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
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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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