Changes are on the Horizon, Let’s Plan Now
Here are three trending topics to help address clients’ planning needs:
The sunset of the estate tax exemption in 2025 is top of mind for many estate planning professionals. Learn more about the current landscape and some of the planning opportunities by checking out our latest AM Blog “Consider acting now before estate tax exemptions go down.”
The first state long-term care initiative was spearheaded by Washington in 2021. Many states have joined in the effort to address long-term care spending. Our latest video provides an update on the most recent state actions and focuses on opportunities resulting from the awareness around how to pay for long-term care.
The recent passing of Secure 2.0 Act has opened notable opportunities for planning discussions with your clients. Caroline Brooks, Head of Advanced Markets, recently wrote an article on some of these catalysts that can start important conversations around holistic planning.