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:
- Check out previous coverage of planning for inherited IRAs in Advisor’s Journal.
- For in-depth analysis of basic estate planning needs, see Advisor’s Main Library.
- Your questions and comments are always welcome. Please post them at our blog, AdvisorFYI, or call the Panel of Experts.