Now Is the Time: Tax and Estate Planning Opportunities in 2021

Описание: The pandemic has motivated many of us to reevaluate our lives and future plans. The months spent at home have provided, for some, time to focus on personal projects, including financial and estate matters. Meanwhile, new laws are being passed quickly, and the new administration has proposed changes to tax law that could have an impact on your planning process.
Howard Helsinger, JD’78, brings his many years of experience in tax and estate planning to answer questions like the following:
• What are the basic estate planning items I need to have in place for peace of mind?
• Do I need to do anything if the estate tax law changes? What should I be thinking about now?
• What about my retirement accounts? Are there any special techniques or rules I should know about?
Disclaimer: The Office of Gift Planning provides general information that we hope will be helpful to you in your tax, estate, and charitable planning. It is not intended as legal advice and should not be relied upon as legal advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time such information was prepared. Individual state laws may have an impact on the availability of gift annuities. For advice or assistance with your particular situation, you should consult an attorney or other professional adviser.

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