Mike Witzke and Mara Kent discuss some estate planning tools to use in this time of transition.
Tax Law Series: Federal Estate Tax Insights
On-Demand Seminar (Posted 03/01/21) | Level: Intermediate
With a new administration, and ongoing changes in tax laws, the future of estate, gift, and other transfer taxes is unpredictable. Draft estate plans with flexibility to weather the 2026 sunset provisions and other changes proposed by lawmakers.