With a new administration, and ongoing changes in tax laws, the future of estate, gift, and other transfer taxes is unpredictable. The high exemption amount has not eliminated estate planning, only transformed it. Draft estate plans with flexibility to weather the 2026 sunset provisions and other changes proposed by lawmakers. Comply with the SECURE Act, and take advantage of the CARES Act provisions.
Watch so you can:
- Monitor capital gains and step-up in basis proposals
- Address uncertainty and options with clients
- Review existing financial and estate plans
- Take advantage of low interest rates
- Strategize with exemptions