Estate Planning Strategies during an Election Year

by | Sep 9, 2020

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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