Planning for 2023 — insights from Advanced Markets
Listen to our latest episode of Hancock Talks, and gain valuable insights that can improve your upcoming planning discussions. Kevin Blanton, Associate Counsel of our Advanced Markets team, discusses the 2022 developments that impact the planning landscape, what may be next and how clients can prepare despite unknowns, including details on:
- Current wealth-transfer strategies to meet today’s needs
- Actions clients are taking in relation to the basic exclusion amount
- This year’s most significant legislative changes and legal decisions
- Whether the recent elections may result in new tax laws