Estate planning and potential tax law changes

Daniel Gregoire at RightCapital is joined by Vanilla’s Co-Founder Steve Lockshin to discuss the impact of potential tax law changes on estate planning and how it can affect your most valued clients.

Innovators like RightCapital allow advisors to differentiate with intuitive financial and tax planning. As Biden approaches approval for new tax law changes, advisors are expected to assist their clients by anticipating and navigating these changes. As the advisor, it’s important you have conversations with your clients to guide them on how to prepare for newer, more stringent tax regulations.

The main topics of discussion include:

• The potential impact of Biden’s new tax proposal on estate planning

• Case studies on estate planning for your ultra-wealthy clients

• New opportunities that can help grow your business