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How to Handle Clients with Estate Tax Issues: A Financial Planner’s Guide

Nov 05, 2019
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David D. Little
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If you practice in parts of the United States where wealth is more concentrated, such as New York, Los Angeles and the San Francisco Bay Area, you may very well have clients with taxable estates. It is important to prepare your practice to understand the particular needs of these clients. David Little offers tips on how to handle clients with estate tax issues in his brand new article for the Journal of Financial Planning. You can read all about them here.

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