Business owners and wealthy Americans, experts say, are among the biggest winners in President Donald Trump’s newly signed tax legislation — especially those who are engaged in advanced estate planning.
Considerable attention has been paid to making permanent the current $15 million estate and gift exemption that applies per taxpayer, but in the experience of Robert Keebler, a partner at tax advisory firm Keebler & Associates, there’s much more to examine.
Taking to LinkedIn following passage of the legislation, Keebler pointed to a list of relevant planning ideas for trust and estate experts, CPAs and financial planners. More than a dozen commenters shared kudos and their own insights on the post.
Overall, Keebler wrote, passage of the legislation represents a “watershed moment” for estate tax planning, and it’s important for the financial planning community to get up to speed on any potentially relevant changes affecting their clients.
See the accompanying slideshow for six of Keebler’s estate planning observations.
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