Five Over-Looked Estate Planning Tips to Consider for 2025 and Beyond

Private client attorneys Lisa Presser and Brian Balduzzi presented on a webinar to discuss over-looked estate planning tips.

With the potential sunset of the Tax Cuts and Jobs Act or a repeal of the federal estate and generation-skipping transfer tax, estate planning is top of mind for many clients and is a field of increasing complexity and volatility. While many topics might be top of mind for estate planning, some topics may have been missed or overlooked by advisors and clients. Presser and Balduzzi discussed some of these over-looked tips in estate planning, including life insurance planning, broad limited powers of appointment, QTIP-able trusts, GRATs, and more.