Year-end ideas for gifting and estate plans
For financial planning, year end can be an opportune time to review strategies for gifting and estate plans.
For financial planning, year end can be an opportune time to review strategies for gifting and estate plans.
The pandemic highlights the importance of family communications and having legal documents in place.
The American Taxpayer Relief Act of 2012 made several estate tax provisions permanent, creating planning opportunities that advisors may review with clients seeking to lessen the tax impact. 1. New exemption amount affects all clients The now-permanent $5 million exemption may have unintended consequences for clients at lower wealth levels who feel they do not