Forbes: The 2025 Theme for Estate Planning

In his Forbes article, "The 2025 Theme For Estate Planning: Be Prepared," Matthew Erskine emphasizes the importance of proactive estate planning in light of upcoming changes to tax laws and the evolving financial landscape. He advises individuals to review and update their estate plans to ensure they align with current laws and effectively meet their financial goals. Erskine highlights the potential reduction in estate tax exemptions and the need for strategies that address these changes, such as making lifetime gifts, establishing trusts, and considering charitable donations. By preparing now, individuals can safeguard their assets and ensure a smooth transition of wealth to future generations.

https://www.forbes.com/sites/matthewerskine/2025/01/02/the-2025-theme-for-estate-planning-be-prepared/