3 Things Every Planner Should Be Telling Their Client About the New Law 3/4/11

In January, 2011 the president signed into law a new tax act.  While most of the provisions were mere extensions of the existing law, there were sweeping and unprecedented changes in the area of estate planning.  These changes represent a tremendous opportunity for the well informed advisor.  They also present perhaps an even bigger challenge.

This presentation will discuss three critical planning pointers and several obstacles and unintended consequences of the new law.  Webinar topics include the new, higher re-unified exemption, portability, and the Charitable IRA Rollover.

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