Estate Planning Strategy Updates
Deliberate estate planning and wealth transfer strategies are useful for minimizing tax burden, streamlining legacy decisions, and protecting dependents and other beneficiaries. Rules regarding estate planning undergo frequent legislative and regulatory changes, and it behooves investors to monitor such changes and adjust their financial strategies accordingly. The Internal Revenue Service recently announced new guidelines for estate and gift tax limits, which will require updated plans for many investors.
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- Anthony Winkels is Managing Partner and Wealth Advisor at Fortis Wealth Management
