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November 17, 2021

69. Estate Planning Law Proposals You Should Be Thinking About

31 minutes

There may be changes to estate planning rules in the near future. If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass.

In part two of this two-part series, John and Michael Parise look at potential estate planning changes that could have a massive impact on advanced estate planning.They first look at the potential change in acceleration of the reduction in the gift and estate exemption amount. Plus, Michael speaks on the possible changes to grantor trust rules.

John and Michael discuss:

Why you should be speaking with your advisor about these provisional changes

Potential changes to grantor trust rules

Potential changes to the acceleration of the reduction in estate exemption

Why adding a specialist advisor to your advisory is beneficial

And more

Resources

Income Tax Law Proposals You Should Be Thinking About

Connect with John and Michael:

Copper Beech Financial Group

(856) 988-8300

John Parise