
Imminent estate planning should be a worry for wealthy clients as the tax landscape changes with the Biden administration. The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul. “There are legitimate concerns that the exemption will be ... possibly as low as $3 million,” said Mike Winn, managing partner, business succession and planning, at Audent Family Wealth Advisors
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