How To Minimize the Drastic Impact of Proposed Tax Changes with Richard Schloss

Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening.

In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.

You will learn:

  • The time period when the proposal is most likely to be passed
  • How to use the Spousal Lifetime Access Trust (SLAT) & the Irrevocable Life Insurance Trust (ILIT) for efficient estate planning
  • Tips to help you fully utilize your current unused gift tax exemptions
  • And more!

Tune in to discover steps you can take today to minimize the impact of the new tax regulations!

Related: Expected Changes in Estate Planning & Income Taxes with Richard Schloss