Navigating Changes in Estate and Gift Tax Exemptions

The upcoming changes to the estate/gift tax exemption presents numerous challenges and opportunities for people.

Now is a great time to discuss transfer/estate planning goals with your clients and present strategies that can help minimize the impact these changes can have on the next generation.

Use this guide to help show clients

  • The current landscape of the federal transfer tax system

  • What challenges and risks they may face

  • How they can minimize the impact by re-strategizing