A popular axiom – referred to as Occam’s razor - holds that we should tend towards simpler approaches until we must trade simplicity for increased explanatory power. For estate trustees and beneficiaries considering tax strategies in the disposition of 2010 estate assets, this principle is a sound guideline.
Changes in the tax code put into effect last December that reinstated the 35% estate tax appear to offer estate executors a simple decision rule. Under scrutiny, however, one finds complexities that need to be examined in order to make the right choice.
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