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Higher taxes. Lower exemptions. Fewer options. Are your ready for 2021?

Estate Planning Strategies during an Election Year

Sep 9, 2020

Paul S. Labiner

Paul Labiner

Managing
Partner

This month on “Ask the Experts,” I dove into the current and potential future landscape of estate planning as we approach the November presidential election.

Most importantly, I highlighted some of the proposed changes to the estate planning and tax laws that we could see given either of the two potential outcomes of the presidential election.

I addressed three larger themes in this episode:

  • When should you update your estate planning documents
  • What tax and estate planning changes have been proposed by the Biden administration?
  • What additional changes might a second Trump administration enact that could affect your estate plan?

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