2021 Could Be The Year Of Estate Planning

The COVID-19 pandemic has put a spotlight on legacy planning by highlighting the need to get estate plans in order — a task most of us have admittedly neglected. Factor in the prospect of a lower estate tax exemption in the near future and an aging, affluent baby boomer population and it seems that 2021 is the perfect time to focus on estate planning, including creating, updating and finalizing formal estate planning documents.

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