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It’s undeniable that 2020 has been a year of unprecedented surprises, and this year’s election promises to present even more uncertainty given the stakes. With such polarized policies from both candidates, a win in either direction could profoundly impact wealth management planning in 2021 and beyond.

In this episode of Key Wealth Matters, Gary is joined by Jeffrey T. Getty, Director of Family Wealth Consulting, and Family Wealth Strategist Lisa Clifford to tackle precisely what you need to know about estate and tax planning in the wake of the 2020 election. Listen to this discussion around how to stay flexible regardless of the election outcome and how to position yourself for various financial opportunities.

Don’t miss your chance to take steps and prepare, as our experts:

  • Account for the impact or changes a Trump or Biden administration would propose related to tax and estate policy.
  • Review strategies to leverage the existing tax exemption laws to lower taxable estate costs.
  • Factor for charitable vehicles as a tax mitigation strategy within a wealth plan.
  • Outline practical steps families can take to get started on their preparations.