What Clients Want To Talk About Now

You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients. But instead of taking advantage of this perfect storm for tax-driven wealth transfer strategies, many clients are frozen with fear. Indeed, this is the refrain I'm hearing from clients and fellow advisors across the country: Even the wealthiest are rocked by the current economic news. In fact, ...