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The federal estate tax is currently scheduled to disappear in 2010 and come right back in 2011—although the law is likely to change between now and then. In the face of continued uncertainty, how can today's estate plan meet tomorrow's needs?
What's included in a client's gross estate? More than one might think. Help clients avoid common errors by outlining the fundamentals—and then leave the nitty-gritty to an estate-planning professional.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025