Your clients and their loved ones may be exposed to future estate tax burdens, and the time to act on the sunsetting Tax and Jobs Act is now—not in 2025. Developing and implementing the right estate planning and tax strategies takes time, so you are sure to be busy as the deadline approaches. Which Clients Should […]
Continue reading…The Wealth Counselor
What Is Not Taxable Today Might Be Taxable Tomorrow
Counting Down to 2026: Will We Keep the $10 Million Estate Tax Exemption? The year 2026 is fast approaching, and it brings substantial changes to discuss with your clients regarding estate taxes. The Tax Cuts and Jobs Act (TCJA) introduced a significant increase in the federal estate tax exemption, setting it at an impressive $10 […]
Continue reading…Helping Your Clients Create a Pet Budget
Pets sometimes outlive their owners. A client’s accident or illness can leave their pet without a caregiver, which, without the proper planning, can result in the pet being sent to an animal rescue or shelter. Compiling a list of common expenses is the first step in protecting a beloved pet’s future. You can assist your […]
Continue reading…Options for Your Client’s Pet Caregiver
If your client has a severe illness or accident or passes away, who will look after their pet? There are many ways to ensure that a client’s pet continues to have a loving home, and the process begins with finding the right caregiver. Guardian of Their Minor Children If your clients also have minor children, […]
Continue reading…How Clients Can Show Their Four-Legged Pals Some Love
Help Your Clients Provide Financial Support for Their Pet in Uncertain Times As of 2023, 66 percent of US households own a pet. A Forbes Advisor survey of more than 5,000 dog owners found that 41 percent of dog owners spend between $500 and $1,999 a year on their dogs and 8 percent spend more […]
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