The removal of the estate and gift tax curtain is exposing what was always our clients’ true concern: how to provide for the ultimate well-being of their families. No longer will the estate planner focus solely on the intellectual puzzle of tax considerations. To stay relevant, advisors need to adapt to a changing role, which may require abandoning some of their past assumptions. In other words, it’s time to leave the academic estate-planning tax tower and get down into the ...

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