10/12/2010

The fact that the fate of the federal estate tax is still stuck in limbo raises some questions about the guidance financial planners should give to their clients. One of the first questions is whether clients should update their wills with separate provisions for 2010 and 2011. The answer is "yes." Few clients update their wills often enough, and this is a uniquely good time to address estate-tax uncertainty and any other issues that call for changes.

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