Effective Wealth Preservation in an Era of Estate Tax Uncertainty - and Beyond

Congress’ inability to finalize the estate tax repeal issue has haunted federal estate tax law since the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001, along with the Byrd Amendment’s required “Sunset Provision.” For many wealthy individuals and families, this has slammed the brakes on planning efforts, despite their great need for effective planning.

Effective Wealth Preservation in an Era of Estate Tax Uncertainty - and Beyond
Source: Life Insurance Selling