Filed Under:Life Insurance, Life Planning Strategies

Down to the wire: Four estate planning tips

What will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes. "It's really important to build as much flexibility into your [estate] plan as possible," says Massachusetts estate planning attorney Brian J. DesRosiers. Experts recommend considering the following tactics to move forward amid the uncertainty.

Use 'if ... then' planning tactics. The estate planning community is keeping tabs on the estate tax policy debate on Capitol Hill. A plan enacted today must have the flexibility to be revised if the outcome of the policy debate in Washington so dictates.

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Nichole Morford

Nichole Morford
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