Election Results: How Will it Affect Your Estate Plan?

from Dan R. Morris

The election affects every family and person in some way. The president elect's campaign highlighted significant changes to tax laws & asset protection provisions which would affect your previously created estate plan.

Join us to learn more about these proposed revisions:

• Inclusion of smaller estates in the Estate tax, also known as the “Death Tax”
• Increase in estate tax rate (currently at 40%)
• Repeal of step-up in basis
• Charitable giving and the benefits
• Elimination of like-kind exchanges
• Additional changes to valuation discounts
• Increased Capital Gains taxes
• Ramifications of the CARES and SECURE Act on your estate and retirement accounts
• How your current Trust may be affected (from )

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