Word: dicarlo
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Dates: during 2000-2009
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...goal of estate planners used to be to leave clients with a clear picture and a certainty of what would happen upon their death. Unfortunately, the whole ball game has changed," says Donald DiCarlo, director of trust-and estate-planning services for the Vanguard Group...
...claim a special marital tax deduction. Giving away enough money to bring the taxable estate below the federal and state thresholds or moving to a state that has not separated its tax, such as Florida or California, can also help your estate avoid state taxes. The key, says DiCarlo, is to create an estate plan that has some flexibility...