Estate Planning: There's More at Stake than Just Taxes

November 8, 2007 Advisory

The primary goal in estate planning for many clients is minimizing taxes. Clients with this in mind may hesitate to begin planning their estates given the uncertainty that currently surrounds the future of the federal estate tax. Other clients may feel that they do not need to worry about estate planning because their estates might fall within the current federal estate tax exemption, or because they have already planned their estates in a tax-efficient manner.