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2021 Estate & Tax Guide

Several tax reform proposals have been put forward this year that would drastically change the tax and estate planning landscape. As 2021 draws to a close, wealthy individuals should be thinking about how to minimize the impacts of these changes and protect their wealth.

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What Are You Getting?

Exactly which provisions of which bills will ultimately pass is still unknown. But virtually every iteration of every provision in every bill focuses on increasing taxes, lowering exemptions, and restricting vital tax mitigation and wealth preservation strategies.

Doing nothing and hoping for the best is always an option, but rarely is it a good one. If you are a high-income earner or have a larger estate, serious consideration should be given to addressing these problems.

Our easy-to-use guide will help you navigate the array of 2021 estate and tax planning reforms. There are eight key areas to address before the end of the year to ensure your family’s estate plan will continue to protect and preserve your wealth, whatever the future holds.

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Other Resources

asset protection checklist

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asset protection checklist

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asset protection checklist

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