In light of the massive tax changes of 2018, you need to make sure your clients' estate plans are up-to-date! Do they need further services from you?
Send your existing clients this letter to ensure your clients' needs are still being met in light of the Tax Cuts and Jobs Act. Stay top-of-mind with your clients with this free marketing tool, while ensuring your practice is current and in compliance with new federal laws.
Items covered in the letter:
- Federal Exemptions for Estate Tax, Gift Tax, and Generation Skipping Transfer Tax
- New 20% Deduction Available for Pass-through Entities
- Taxation of Qualified Disability Trusts
- Call-to-action to schedule a consultation
If you're interested in learning more about estate planning or support and documents for estate planning, visit our partners at wealthcounsel.com