You want to ensure the efficient financial management and transfer of your clients’ wealth from one generation to the next. For people with significant wealth, successful strategies include minimizing the impact of estate taxes. The Tax Cuts and Jobs Act (TCJA), passed in 2017, introduced considerable changes to the estate tax law. Many of these […]
Continue reading…The Wealth Counselor
Case Study: Clients Who May Need Your Help with Estate Tax Planning
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…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, […]
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