Due to impending changes in the law and the economy, several estate and financial planning opportunities and techniques may soon disappear or be drastically curtailed. Other changes are in legislation that is currently pending. For a detailed discussion of the most notable new developments, download the bulletin by clicking the link below.
- GRATs May Soon Have Their Wings Clipped
- Estate Taxes May Not Be Reinstated in 2010
- Low Interest Rates May Not Last Much Longer
- Increased Tax Rates on Investment Income May Affect Decisions on Converting to Roth IRAs, Retaining Assets Until Death