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?