In order to provide funding for the American Housing and Economic Mobility Act of 2024 (AHEMA), there could be a significant overhaul of U.S. estate and gift tax planning laws. As the potential effective date approaches, advisors must act quickly to help clients adjust their estate plans. Opportunities to make pre-emptive gifts, restructure trusts, and employ tax-efficient wealth preservation techniques are rapidly closing. This whitepaper explores proactive ways advisors can help clients safeguard their wealth and estate plans.
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