Friday , October 30 2020
Home / Alhambra Investment Partners / Pre-Election Estate Planning Moves for High Net Worth Families

Pre-Election Estate Planning Moves for High Net Worth Families

Summary:
What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect your wealth, no matter who’s elected. Each candidate has broadly divergent views about income taxes, capital gains taxes, estate taxes; how much you keep, and how much the government will come after. With that in mind, our friends at Kiplinger have put together a list of moves that high net worth families can consider now before the election hits the fan. https://www.kiplinger.com/retirement/estate-planning/601228/pre-election-estate-planning-moves-for-high-net-worth-families

Topics:
Bob Williams considers the following as important: ,

This could be interesting, too:

Bob Williams writes 5 Ways to Take Money from Your IRA Without Paying a Penalty

Bob Williams writes Ask Bob: Social Security

Richard Rosso writes Medicare Q&A with Aetna’s Chris Ciano.

Bob Williams writes 5 Estate Planning Myths That Can Derail Your Estate Plan

What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect your wealth, no matter who’s elected.

Each candidate has broadly divergent views about income taxes, capital gains taxes, estate taxes; how much you keep, and how much the government will come after.

With that in mind, our friends at Kiplinger have put together a list of moves that high net worth families can consider now before the election hits the fan.

https://www.kiplinger.com/retirement/estate-planning/601228/pre-election-estate-planning-moves-for-high-net-worth-families

Leave a Reply

Your email address will not be published. Required fields are marked *