Trusts & Estates

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Trusts & Estates

State of the Union Proposals Could Impact Your Estate Plan

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

Trust fund loopholes: How to prepare your clients for potential tax changes

In his 2015 State of the Union address, President Obama proposed a change to the tax treatment of inherited assets that could impact many estate plans - and not just for the wealthy. What is it, and what does it mean for your clients? Now may be the time to remind them about the importance of having an up-to-date estate plan.

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