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How to Stay Smart With Your Estate Plan

Estate-planning expert Deborah Jacobs outlines how to approach the estate tax exemption and gift tax rules, addresses a popular misconception about estates, and offers key documents that all individuals should have in place.

Note to readers: This video originally posted on Jan. 24, 2013. We are refeaturing it as part of Morningstar.com's Tax-Relief Week 2013.

Christine Benz: Hi. I am Christine Benz for Morningstar.com. The recently enacted tax package included some provisions affecting the estate tax. Joining me to discuss these provisions is Deborah Jacobs. She is an estate-planning expert. Deborah, thank you so much for being here.