| The Tax Relief Act of 2010: Implications for Estate Planning |
An upcoming issue of Financial Advisor Magazine will include comments from Federal Street Advisor's Director of Financial Planning, John Pryzbylski, JD, LLM, CFP®- discussing the estate planning implications of the 2010 Tax Relief Act.
In their interview, John stressed the importance of regular estate plan reviews - and a team approach that involves the client's estate planning attorney, accountant and insurance broker. He also discussed how our clients are taking advantage of current tax-saving opportunities. Click through for an expanded summary of John's dialogue with Financial Advisor Magazine. |
