Insight on Estate Planning - February/March 2013

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In This Issue:

- Fiscal cliff deal brings some certainty to estate planning

- Strong governance enhances a family business’s value

- Should you donate life insurance to charity?

- Estate Planning Pitfall - Transferring home ownership to your children

Excerpt from Fiscal cliff deal brings some certainty to estate planning:

Congress’s eleventh-hour deal to avert the “fiscal cliff” produced the American Taxpayer Relief Act of 2012 (ATRA). The act focuses on income taxes, but it also provides much-needed certainty for people engaged in estate planning.

Please see full publication below for more information.

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Topics:  Charitable Donations, Estate Planning, Family Businesses, Fiscal Cliff, Life Insurance, Real Estate Transfers, Valuation

Published In: Insurance Updates, Residential Real Estate Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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