A Prediction about Estate Planning in the Near Term

As trusted advisors, we see it as our job to alert you to strategies that can help build and protect your family’s wealth and the lifestyle it supports.  From a macro perspective, we see an estate tax that takes essentially no wealth from the vast majority of families, historically high federal deficits, and a real possibility for an administration change that would take us in the direction of more assets being lost to estate and gift taxes.  An important and impactful estate tax minimization strategy has always been to use your exemption sooner rather than later.  Even if the exemption amount stays […]