We May Never See a Better Environment for Transferring Wealth … Here’s Why


It may seem that there will always be time to address estate planning. However, a unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025. Furthermore, legislation could curb lifetime exemption limits even sooner. The opportunity is even more pressing because the current market downturn represents an especially advantageous time to optimize your taxable estate before markets eventually recover. When looking further at the why now, it’s clear this year is an ideal time for affluent families to prioritize their wealth transfer plans. 

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