2025 Tax Law Changes
Discover how the 2025 tax law changes may impact your estate planning and prepare accordingly for potential shifts in tax strategy.
How will the 2025 tax law changes affect estate planning?
The 2025 tax law changes can significantly impact estate planning by potentially altering estate tax thresholds, gift taxes, and retirement account distributions. While no specifics are confirmed yet, these changes are vital for those involved in legacy planning as they may affect how assets are valued and distributed. Fiscal changes often lead individuals to reassess their estate strategies, possibly utilizing trusts more effectively or recalibrating planned gifts to optimize tax efficiency. Staying informed about these developments can help in making proactive adjustments to your estate plan to align with new tax implications.
