With elections looming, interest rates trending upwards and other changes on the horizon, it’s important to stay up to date and work with your tax advisors to update your estate plan as needed. There are steps you can take now to protect your assets for your beneficiaries and benefit from current laws before they change.
QUICK QUESTIONS
6 Quick questions about the future of your estate plan
Do you understand how current economic trends and future tax changes could potentially impact your estate and gift exemptions?