8 Critical Estate Planning Strategies to Discuss With Clients Before Year-End

Oct 23, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
Print AAA
Add to My Archive
My Folder

My Notes
The anticipated reduction in the lifetime estate and gift tax exemption with the sunsetting of the TCJA in 2025 means this year’s end-of-year tax and estate planning is more important than ever. Educate your clients and discuss the benefits of acting now on some of these eight strategies.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.