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Taxation & Estate Planning
: Death and Taxes BlogModel Client Letter Re. New Tax Act
By Joel A. Schoenmeyer
Because of the big estate tax changes signed into law in December of 2010, it may be a good idea for practitioners to contact their clients (at least the high net worth ones) to talk about making some alterations to their estate plans. This model client letter -- offered by Wealth Strategies Journal -- is a nice place to start if you are looking to draft such a letter. It's also a nice, brief summary of the law.
Full post as published by Death and Taxes Blog on February 08, 2011 (boomark / email).
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