Crump Insights

What to Watch for From Washington D.C. in 2024 with Crump's Joy Dawe and Jon Whitacre

February 23, 2024 Crump Life Insurance Services
Crump Insights
What to Watch for From Washington D.C. in 2024 with Crump's Joy Dawe and Jon Whitacre
Show Notes

With an election year ahead and key provisions of the Tax Cuts and Jobs Act of 2017 sunsetting on December 31, 2025, the year ahead lays the foundation for what could be a significant impact on clients' estate planning strategies in the years to come. In this episode, Joy Dawe, Senior Vice President, Market Conduct, and Jon Whitacre, JD, CLU, ChFC, Director of Advanced Sales, preview the regulatory and tax implications facing our clients.