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ESTATE TAX PROPOSALS MAY CHANGE THE PLANNING LANDSCAPE

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A host of proposed law changes are floating around Washington. Given the current political climate, it would be impossible to guesstimate the likelihood of any particular proposal being enacted. Thus, the real benefit of reviewing the proposals is to assess what tax benefits might be lost. This will help determine what planning steps to take in the remaining months of 2012. If you’re waiting for certainty before planning, you will likely miss the boat. Some of these proposed changes are discussed next.

2012 Estate Planning

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