Building Creative and Flexible Wealth and Estate Planning Solutions for Your Clients in 2014

January 2014
Howard Lang
The Wealth Counselor



The signing of the American Taxpayer Relief Act of 2012 (ATRA) on January 2, 2013, certainly marked a transition for wealth and estate planning professionals and their clients. Before ATRA, planning was often dominated by the volatility and uncertainty of the federal estate, lifetime gift, and generation-skipping transfer (GST) tax exemptions (referred to collectively as federal transfer tax exemptions).

As we look to the beginning of a new year, there are abundant opportunities and a few challenges - some of them familiar and others quite new.

Howard Lang elaborates on this and more in his article for Business Law Group, P.C.'s monthly newsletter, The Wealth Counselor.

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