2022 Estate and Gift Tax Planning

It seems like people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to planning their estate—deciding who will inherit their assets after they’re gone.

Without a plan in place, the settling of your affairs after you are gone could have a long-lasting—and costly—impact on your loved ones. As the end nears, of the Tax Cuts and Jobs Act of 2017, this is the perfect time to start or continue the estate planning conversation.

The need to foster these conversations motivated us to create our 2022 Guide to Estate and Tax Planning white paper. In this white paper, we focus on tax planning from a federal estate and gift tax perspective and on techniques that could reduce your overall income tax burden. To learn how you could possibly utilize these techniques, read the complete paper by clicking the link below.

If you have any questions, please reach out to your Edge financial advisor for further discussion.

Click here to read our 2022 Estate and Gift Tax Planning white paper