Post Election: How Prepared is Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

With a declaration made, there is still some uncertainty regarding the election, so planning is key.Joseph R. Biden Jr. has been declared by major news outlets as president-elect of the United States while the country awaits results of recounts, court challenges, and key congressional races.With the potential for a significantly reduced federal gift tax exemption, now is the time to make significant gifts.