Estate planning isn’t a “set it and forget it” process – especially in times of political change. With recent tariff news signaling significant policy shifts from the new administration, potential reforms to the Tax Cuts and Jobs Act could be next in line.

In this piece our Founding Principal and Managing Director, Craig Robson, explains why advisors and clients should brace for potential changes to estate tax policy. By spotlighting tools like multigenerational education, scenario planning and tax-smart gifting, Craig encourages advisors to reassess financial plans now and take steps to help safeguard client wealth and legacy.

Read the article HERE