Year-End Planning in 2012

Year-End Planning in 2012

As we enter the final weeks of 2012, financial and estate-planning advisors have rarely faced so many uncertainties surrounding tax and other relevant legislation, economic fluctuations and other determinative factors. Clients can, however, take certain action by the end of this year to help them take advantage of a few areas of certainty, in which wise planning of charitable gifts can pay off with immediat

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.