WealthManagement.com
Jul 18, 2016
Are major estate tax law changes in the offing? Perhaps, but my Ouija board smoked
when I asked the question. So, barring that type of guidance, what assurance can
there be?
The election hasn’t occurred yet, so there’s certainly no way to know which
candidate will win. Party platforms haven’t even been finalized. And, there’s no
assurance that the winner’s proposals will be enacted. In spite of the above,
practitioners should put all clients involved in active planning on notice of Clinton
and Trump’s proposals because they’re so dramatically different. No one wants a
client coming back after completing a plan and complaining that had they been put
on notice, they might have planned differently.
Read his commentary here.
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