Help is on the Way from the Will Doctor

We are busy working on planning solutions to go some way towards assisting our clients address this uncertainty in a helpful way.  In a few weeks we expect to have in place new language in our wills and revocable trusts which will enable any of our married clients who should die this year to continue to meet their family objectives in a tax effective manner. Stay tuned.  We are planning a mailing to all of our clients around the end of this month.  In them meantime, if you are a client or advisor of our clients and you need any additional information or help, please give us a call.

Posted in Status of Tax Legislation, WillPlan Blog.

Leave a Reply

Your email address will not be published.