Challenging Times: Rethinking and Reshaping Estate Plans in New Tax and Economic Environments

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Recent changes to the estate, gift and generation-skipping transfer (GST) tax systems, along with historically low interest rates and depressed asset values, may have a significant impact on carefully crafted estate plans. However, these challenging economic times may provide unprecedented planning opportunities. Now is the time for individuals to review their current estate plans and contemplated transactions to ensure that their goals and needs are achieved.

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Published In: Finance & Banking Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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