Estate & Trust, In the News, Tax Planning

With Tax Reform, Wealthy Clients Should Update Estate Plans

Posted On December 16, 2019 By Clarfeld

Financial services magazine, Financial Advisor, highlights the importance of reviewing existing estate plans in light of recent tax law changes. Clarfeld's Jose Reynoso points to tax law changes as a triggering event for revisiting estate plans and advised "paying close attention to automatic funding clauses based on the exemption amount."

Source:https://www.fa-mag.com/news/with-tax-reform--wealthy-clients-should-update-estate-plans-53245.html?section=43

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