The passage of the American Taxpayer Relief Act of 2012 established new thresholds for tax increases on income, capital gains, and dividend tax rates.

Investors need to be mindful of the implications from the new tax law when considering tax strategies in 2013.

Clients and advisors should start by reviewing their current estate plans and key documents to find where the new law creates opportunities.

Putnam’s Wealth Management experts Bill Cass and Chris Hennessey and education savings specialist Judy Minsk discuss ways to assess college savings programs in light of current trends and market conditions.