Filed Under:Life Insurance, Life Planning Strategies

What to Do Now to Minimize Wealth Transfer Tax

anankkml

anankkml

With the first third of 2012 now behind us, wealth managers are faced with an all-too-familiar scenario. On Dec. 31, 2012, a host of advantageous tax laws are set to expire, leaving us wondering once again what the next year will bring. This ongoing cycle of uncertainty has paralyzed both advisors and clients when it comes to implementing beneficial wealth transfer strategies.

See also: Why You Still Shouldn’t Gamble on Gift and Estate Taxes

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Nichole Morford

Nichole Morford
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