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Top 10 Estate Planning Tax Facts for 2019

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Although every client should review his or her estate planning strategy on a fairly regular basis, after a major tax overhaul, it’s important for clients to take an even more detailed look at the various elements of their estate plans.

For some clients, this will require evaluating changing circumstances and future goals to determine whether existing trusts and other planning strategies continue to make sense in light of tax reform. Here are the top issues that clients may need to consider in 2019.

For an expanded version in pdf, with fuller explanations, check out:

Top 10 Estate Planning Tax Facts for 2019