8 Critical Estate Planning Strategies to Discuss With Clients Before Year-End

Oct 23, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA

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The anticipated reduction in the lifetime estate and gift tax exemption with the sunsetting of the TCJA in 2025 means this year’s end-of-year tax and estate planning is more important than ever. Educate your clients and discuss the benefits of acting now on some of these eight strategies.

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