Now’s the time to dive into some important planning tips for your clients.
President Trump's First 100 Days in Office
President Trump's honeymoon period may be over, but the dust is still far from settling on the early returns of the second Trump administration. Amid these uncertain times, when much remains up in the air politically and economically, advisors can focus on hedging against potential outcomes and shoring up fundamentals as we keep a watchful eye on Trump 2.0 developments. Read more to learn about how the second Trump administration has prioritized several tax policy initiatives that could impact clients’ finances and related planning.
How to Help Clients Make the Next 100 Days Impactful
Spring cleaning—clearing away the old to make way for the new—can reflect planning goals. Extending this metaphor, you can be the advisor who helps clients polish up their legacy by discussing the need to do things such as clear out the cobwebs from outdated wills, beneficiary designations, guardians, powers of attorney, or incomplete asset lists. Read more to learn about how to help your clients make the next 100 days impactful.
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that impact estate planning. Read more to learn about notable estate planning legislation.
This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney client relationship.
