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Ensure your estate plan accomplishes your post-tax reform goals

February 6, 2018 Video 5 min watch
Alicia Cole Wealth Management
Watch this video to learn more about ensuring your estate plan accomplishes your goals in the post-tax reform environment.

Estate, gift, and generation skipping tax exemptions have almost doubled under tax reform. However, these provisions have a January 1, 2026 sunset date. Flexibility will be even more important during this limited window of opportunity.

How should you approach reviewing formula clauses within wills and revocable trust documents? Should you consider income tax efficiency or making lifetime transfers to take advantage of the excess estate tax exemption? What do these new rules mean when evaluating life insurance decisions?

This is a great opportunity to go back and review your estate plan to make sure it’s still accomplishing what you need in this new environment.

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