2026 Clients Estate Planning 
Nerd's Eye View
APRIL 5, 2023
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M Read More.
Nerd's Eye View
MARCH 3, 2025
Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Abnormal Returns
MAY 29, 2023
(thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." advisorperspectives.com) Advisers Clients don't walk in the door because everything is hunky dory.
Abnormal Returns
MAY 8, 2023
advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. kitces.com) How personality traits affect estate planning decisions. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount.
Harness Wealth
JULY 29, 2024
covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. citizens and residents.
Carson Wealth
DECEMBER 8, 2023
The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.
The Big Picture
JUNE 22, 2024
Income from the licensing deal with UMG for the rest of the world will similarly go to Sony when that deal expires in 2026 or 2027, at which point SME will become the worldwide distributor and owner of all content.” At Canadian Music Week Don Passman said he advises his clients not to sell. Most people regret it.
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