Tax and Estate Planning Under a New Presidential Administration

A new presidential administration could lead to changes that profoundly impact estate planning: namely the sunset or extension of the Tax Cuts and Jobs Act. These possible tax changes are being considered at a time that the population is aging and interest rates are uncertain. What do all of these different factors mean to financial planning?

You will learn:

• How professional advisers and planned giving professionals should approach clients in light of the changing economic considerations: possible dramatic changes to the tax system, uncertain interest rates and aging population
• What might become of traditional estate planning techniques
• What non-tax considerations and planning ideas may become more relevant to address