2025 Estate Planning: Post Election Changes

By |2025-01-16T10:01:59-06:00January 16th, 2025|Blog, Estate Planning, Estate Planning|

Learn what you need to know about 2025 estate planning and how to position your legacy for the future. The 2024 election has ushered in a pivotal moment for estate planning, especially for high-net-worth individuals. With significant tax changes on the horizon, now is the time to revisit and refine your estate plan to [...]

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The 2024 Election & Your Estate Plan: What You Need to Know

By |2024-08-29T10:58:02-05:00August 30th, 2024|Blog, Estate Planning|

As we approach the 2024 election, many individuals are concerned about how potential changes in the political landscape could affect their estate plans. The upcoming election could have significant implications for gift and estate tax rates, which are set to revert to pre-2017 levels if no new legislation is passed. This blog post will [...]

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