Money management: confusion over the estate tax

By: John F. Wasik February 18, 2010

Since the 2001 Tax Act, an inside joke of many trust departments and trust and estate attorney firms has been "work with your clients so that they consider dying in 2010, so that they can avoid estate taxes." In truth, when Congress passed that 2001 Tax Act, few expected the provisions repealing the federal estate ...

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Money management: confusion over the estate tax

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