Family wealth planning in 2020

What should you do about family wealth planning this year, and how should you go about it?

The current transfer tax exemption amount of $11.58 million per person is not permanent. It might be with us until 2026 when it is scheduled to revert to $5 million per person (adjusted for inflation), or it could be legislated to a different amount before then. So, what should clients do?

Members of our Wealth Strategies Group provide practical suggestions on determining if you should make a gift this year, what to give, and how to proceed with the gifting process.


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