The impact of the fiscal cliff agreement and how you can adjust your strategy

While a legislative deal to avert a full-scale fiscal cliff crisis was ultimately reached, negotiations will likely continue to be heated over the next couple of months.  Still, the legislation does provide investors with a path to help guide successful financial planning this year and beyond.

What’s the impact of the legislation on trust and estate taxes? Read the breakdown from UBS Private Wealth Management (PDF, 109 KB).

Listen to the podcast “Review of the fiscal cliff deal” with John Savercool on 01/02/2013

For more insight into how the fiscal cliff deal may affect your individual investment and planning strategy, connect with a UBS Financial Advisor or find a UBS Financial Advisor.