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Federal taxes on estates and gifts, long unified, have come to a parting of the ways. Clients may now need to rethink strategies for gifting and for avoiding potential 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?
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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