Trusts & Estates
Estate Planning in 2014 and Beyond
By: Jonathan A. Mintz, Partner, Matsen Voorhees Mintz LLP
Times have changed. In fact, passage of the American Taxpayer Relief Act of 2012, signed into law January 2, 2013 (the 2013 Tax Act) turned the world of estate planning upside down. If you think that’s an exaggeration, consider the significant changes brought about by the 2013 Tax Act. After examining those changes, this article will explore the resulting changes we should consider as a result of this act.
To learn more about estate planning in 2014 and beyond, please fill out the form below.
Complete the form to get your free guide
WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.Learn More
WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning
This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.Learn More