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Should You Change Your Estate Plan Before the Election?

Writer's picture: Kaitlin RileyKaitlin Riley

If you are considering changing your estate plan before the election, there are several factors to keep in mind.


1. Don't delay setting up an estate plan if you don't have one already; everyone should have a plan, regardless of the election outcome.


2. If your plan is gathering dust, this is a great time to update it and ensure you are avoiding the most common estate planning mistakes.


3. Potential estate tax law changes would likely affect the wealthy more than middle-class Americans.


If you are needing to create, update, or decide if changing your estate plan before the election is the right thing for you to do, contact us today for questions and resources on all things estate planning.






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