Читать книгу 2012 Estate Planning - Martin Inc. Shenkman - Страница 26

For those of you seeking guidance on how the 2012 planning opportunities and the myriad of possibilities for the future of the tax laws that may impact your personal situation, this book will provide a better understanding of the subject matter and en-able you to have a more productive meeting with your estate planning team (attorney, CPA, financial adviser, insurance consultant, etc.). Attempting to plan on your own, or using an “inexpensive” document production or planning website, was never a sensible idea, and it certainly isn’t now. You can never substitute a boilerplate legal form for the decades or more of experience of a professional estate planner, especially in the unique situation you are facing today. Estate planning is about planning for you and your family, focusing on your individual needs, your unique objectives, and as such it must be tailored to your particular situation (which is dynamic and ever changing).