contentSingle Family wealth planning in 2020

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.


Newsletter Subscribe Sign Up

CTA Primary Start the relationship

Start the relationship

Connect with an advisor

California residents, please click here for the California Privacy Policy