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CLIENT ALERT AND YEAR-END PLANNING MEMORANDUM

Client memorandum | December 6, 2019

Executive Summary
  • Millions of dollars in tax savings are available under current law, which is set to expire at the end of 2025 (and possibly earlier). We recommend locking in these tax savings while they are still available.
  • Recent changes in the tax laws make it important to review your estate planning to determine whether some previously tax-efficient estate plans may now require updating to avoid unwelcome tax consequences or unintended dispositive effects.
  • Historically low interest rates make certain strategies for tax-efficient transfers of wealth especially attractive right now. We encourage clients to consider these strategies.

Additional information

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This communication is for general information only. It is not intended, nor should it be relied upon, as legal advice. In some jurisdictions, this may be considered attorney advertising. Please refer to the firm’s data policy page for further information.