Advisers fret over tax plan’s effect on planning
Some financial advisers worry that the tax agreement between congressional Republicans and the White House will discourage some clients from seeking advice on estate planning.
Some financial advisers worry that the tax agreement between congressional Republicans and the White House will discourage some clients from seeking advice on estate planning.
After a temporary suspension in 2010, the estate tax had been poised to jump Jan. 1 to 55% with a $1 million exempt
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