The Elder Client Planner is a monthly publication covering tax, legal, and financial issues facing retired and retiring clients. Each month you will get analysis of issues that directly relate to aging clients, citations to keep abreast of changes in tax law, Social Security laws and procedures, and new good, bad, and ugly investment opportunities that affect your clients.

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In this month's issue:
- IRS issues guidance on sales of life insurance contracts
- Reminder: Filing requirements for clients with foreign bank accounts
- Some FLP gifts are includable in estate, some are not