Navigating an Uncertain Estate Tax Planning Environment
The potential, if not likely, sunset of the Tax Cuts and Jobs Act (TCJA) has high net worth clients concerned about the potential for a massive increase in their estate tax liability. At the same time, the risk of “over-committing” is also on their minds based on the lack of certainty around the sunset of this legislation. When combined with rising interest rates and increased market volatility, finding a flexible, efficient and effective approach to funding their estate plan is more important than ever. Reach out to the team at Cavalier Associates to explore the myriad funding strategies that position the client for the potential TCJA sunset while preserving the flexibility that is always the foundation of effective estate planning.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.