Planning for A Timely Wealth Transfer Opportunity
You may have heard talk recently about some significant tax changes possibly taking effect in a couple of years. Baird’s Director of Advanced Planning Tim Steffen breaks down the background of these changes, what the changes may include, who is most likely to be impacted, and how to prepare.
00:00 Intro
00:56 What are the Federal Estate Tax and Lifetime Exemption?
02:52 Who May Be Impacted?
04:32 Why Plan Now?
06:19 Contact Your Baird Financial Advisor