Our last newsletter addressed the “fiscal cliff” looming over the financial landscape. As you know by now, the cliff was averted by last minute action of our Congress on New Year’s Day culminating in the American Taxpayer Relief Act of 2012. This newsletter summarizes the key features of the new tax act as it relates to our estate planning clients.

Click on the title below to open a copy of The Obermayer Advisor - Estate PlanningNewsletter entitled “The American Taxpayer Relief Act of 2012 – A Very Pleasant Surprise For Our Estate Planning Clients.”

The American Taxpayer Relief Act of 2012 – A Very Pleasant Surprise For Our Estate Planning Clients (PDF)