Slides
Navigating through health and wealth concerns created by COVID19 can be daunting. It’s important to cover the basic estate planning needs for your clients. On a positive note, this environment of extremely low interest rates and depressed asset values – along with the high transfer tax exemption – creates an ideal landscape for estate tax planning. With government spending at an all-time high to keep the economy afloat, there is a high probability of increases in taxes, including estate