Now that the $5 million federal exemption is permanent,
estate planners need to refocus their energies—and their clients—on creating
estate plans that are less concerned with avoiding federal taxes and more
concerned with managing and maintaining wealth for current and future
generations. With that in mind, Patricia discusses the latest estate planning
trends that are here to stay, including
Click here to read all of Patricia’s advice and
recommendations in this month’s CPA Insider.
Note: Wealth Management Insider, previously a monthly
e-newsletter, has been folded into CPA Insider, which is a weekly e-newsletter.
Patricia’s articles will now appear monthly in CPA Insider.