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"Estate Planning Tips and Updates" in ThinkAdvisor

March 25, 2020

Article by Scot Kirkpatrick and Steven Wyatt on "Estate Planning Tips and Updates"


In an article published on March 25, 2020 in ThinkAdvisor, Scot Kirkpatrick and Steven Wyatt discuss tips and updates in estate planning.

“Recent legislation provides unprecedented opportunities to minimize or avoid estate, gift and generation skipping transfer taxes (GSTT),” explain Kirkpatrick and Wyatt. “However, Congress giveth and taketh away, both through the planned sunset of the Tax Cuts and Jobs Act (TCJA) increased exemptions and through the recent changes to retirement planning in the Secure Act.”

Throughout the article, Kirkpatrick and Wyatt outline eight points to consider when advising clients in the ever-changing tax and investment landscape.