Estate planners and trustees should consider the distinctive social and demographic phenomena that shape their clients' needs
In 2008, the “boomer” generation had just begun to enter retirement when the great recession intervened, postponing plans for many, shattering dreams for some and suspending dialogue on a host of issues unique to wealth management and transfer for this generation. And while the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010's (the 2010 Tax Relief Act) generous transfer-tax exemptions may be the catalyst for revisions to their clients' wealth transfer plans, ...
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