Unknowns on estate tax pose a challenge for financial planners

02/14/2010 | Financial Planning

Financial planners face an interesting challenge in planning for their clients now that there's no way to know what lawmakers are going to do with the estate tax, which lapsed on Jan. 1. As this article notes, a mind-numbing range of measures relating to the tax are being discussed in Congress, and each one has a chance of being adopted -- and each carries potential consequences. The retitling of nonretirement assets will be one of the first steps in getting your clients ready for whatever happens on Capitol Hill, Martin M. Shenkman writes.

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