With an election looming and the potential for change, be sure you’re well positioned to optimize your plan today and for the year ahead.

  • Year end is always a good time to review and adjust your estate and tax planning strategies.
  • It’s important to note that the strategies you consider may have different implications and timelines depending on the results of the November election.
  • Reviewing your plan with your advisors can help you determine the right course of action for your situation, this year and beyond.

2020 has been a year of uncertainty, in large part due to the global COVID-19 pandemic.  Additionally, because 2020 is an election year, election outcomes may result in significant tax law changes. As the year draws to a close, now is a good time to review, reflect on, and augment estate and tax planning strategies. Outlined below are some year-end strategies for your consideration, to help optimally position you and your family for changes that may come.

Please see important disclosures at the end of the article.

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