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In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth at death. They also delve into the connection between trusts and divorce, highlighting recent troubling court cases. Michael and Erin encourage listeners to remain proactive in their estate planning as laws and strategies evolve.
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Resource Links:
- Future Focused | Wiggin and Dana LLP (privatewealthinsights.com)
- Subscribe | Future Focused | Private Wealth Insights
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
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