What Clients Want To Talk About Now

You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients

You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients.

But instead of taking advantage of this perfect storm for tax-driven wealth transfer strategies, many clients are frozen with fear.

Indeed, this is the refrain I'm hearing from clients and fellow advisors across the country: Even the wealthiest are rocked by the current economic news

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