Planning for the Prospect That TCJA Provisions Sunset

“Planning for the Prospect That TCJA Provisions Sunset,” an article written by Scott Grenier, Senior Vice President and Manager of Financial and Estate Planning, and Megan Dunham, Vice President and Senior Estate Planner, appears in the April issue of Estate Planning Magazine. Grenier and Dunham share perspective on today’s historically high estate tax exemption, and discuss the unique planning opportunity and potential challenges it creates for financial advisors and their clients.

Planning for the Prospect that TCJA Provisions Sunset

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