The clock is ticking on estate planning and with unpredictable macroeconomic trends, clients face new challenges. Wealth transfer is no longer a conversation that can be put off with your clients. Estate planning discussions are intricate — but don’t have to be complicated.

If you haven’t reviewed your clients’ estate plans lately, now is the time to have the conversation to help ensure they can leave more to their beneficiaries and future generations.

As the nation grapples with the impact of the coronavirus pandemic, Americans are getting a stark reminder of our mortality. For many, this event is serving as a wake-up call to get their estate plans in order.

Very few of your clients have had the need to address potential estate taxes because the exemption amounts have been quite high relative to the historical average. Estate tax changes may be coming — and possibly soon.