The Beatles and Estate Planning: Musings on the Heckerling Conference

Originally posted on wealthmanagement.com

One of the themes of many of the presentations at Heckerling this year is the growing importance of income tax planning considerations to estate planning.  Many programs have touched on income tax considerations, and others have focused extensively on income tax planning – obviously fostered by the increases in marginal income tax rates to 39.6 percent and the new 3.8 percent Medicare tax on passive investment income.

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