Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles in doing so as practical.
The Internal Revenue Code and interpretations thereof are certainly obstacles, but hardly the only ones. Indeed, to the extent our clients are losing sleep over their ability to pass wealth on to future generations, their tossing and turning in the night is typically caused by concerns far beyond taxes.
Please see full publication below for more information.
