Personal Tax and Estate Planning Considerations for the End of 2016

Personal Tax and Estate Planning Considerations for the End of 2016

Nov 28, 2016

Client Alert

Brownstein Client Alert, November 28, 2016

The end of the year is always a good time for our clients to look at their personal tax and estate planning situation and consider whether to take any action before Dec. 31. This year, with the Trump administration about to control the White House alongside a Republican-controlled Congress, planning may require a bit of a crystal ball. We want to call your attention to a few issues to think about, and highlight a few concrete steps you can take, before the end of the year. Naturally, we are available to assist you in making or implementing your decisions.

To read the full client alert, please click the PDF above. 

Meet The Team

George Short Shareholder T 805.882.1441 gshort@bhfs.com
Steven A. Jung Senior Counsel T 805.882.1443 sjung@bhfs.com
Christine E. Ray Of Counsel T 805.882.1423 cray@bhfs.com