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Many clients did not “pull the trigger” on advanced estate planning in time for the 2012 deadline. The reason most professionals give for this lack of action is that clients were not comfortable making such major decisions “under the gun.”
Now that the estate tax law seems to have settled, all of the reasons why clients should be making gifts and doing advanced planning are still relevant, and now advisors have the time to properly counsel their clients.
In the two session webcast about GDOTs, we will go into the details about how this extremely powerful tool can provide significant benefits to your affluent families and help you to know how to explain this complex area to clients so that they will be willing to move forward.