Cannon Financial Institute

Washington’s Wishlist: Possible Estate Planning Changes and what to do about it


With the election behind us and the New Year right around the corner, Congress will be looking to make changes that could affect our clients and planning strategies.

Join Daniel Smith as he explores Washington’s Wishlist and stay up to date on their latest ideas and how to react to the definite and possible changes. Topics include: 2015 indexing, changes to the annual exclusion, lowering the basic exclusion amount, restricting GRATs, reducing IDGTs, and limiting Dynasty trusts.


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