How to Plan with Proposed Tax Changes

While Congress negotiates the terms of the Reconciliation Bill and what tax changes may be made this year, we (along with many other estate planning attorneys) have been burning the midnight oil and implementing plans for clients. On this week’s episode of the Wealth & Law Podcast, Brent and Rachel discuss what they are doing during these unique times. They get into what types of trusts and planning techniques they are utilizing ahead of the proposed tax changes, potential issues with funding trusts after the enactment date, timing issues, and more. If you are enjoying the podcast, please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/team/.