Save Clients Taxes With Basis Planning

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Horsesmouth Essential: An attorney must draw up estate-planning documents, but you can help clients think through important financial issues before they get started.

What Clients Should Know About the Changing Estate Tax

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?

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Many people give assets away during life to remove them from their potentially taxable estates. But such gifts may have tax implications. Help clients understand and avoid potential pitfalls.

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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.