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.