Get your clients’ estate plans ready for the new year. Use this simple year-end checklist with your clients to help them consider what they should plan for.

We generally don’t recommend making changes to your clients’ tax plans based on election predictions or potential future legislation. However, there are some potential “no-regrets” tax moves to consider before year-end. Learn what tax moves your clients’ should consider before year-end.

Under certain circumstances, gifting assets to older generations can be beneficial for estate and income tax planning purposes. Learn when this may be useful in your clients’ estate planning.