Crump Insights

Estate Planning in the Midst of Tax Law Uncertainty with Michael Amoia, Senior VP, Advanced Sales

August 11, 2021 Crump Life Insurance Services
Crump Insights
Estate Planning in the Midst of Tax Law Uncertainty with Michael Amoia, Senior VP, Advanced Sales
Chapters
Crump Insights
Estate Planning in the Midst of Tax Law Uncertainty with Michael Amoia, Senior VP, Advanced Sales
Aug 11, 2021
Crump Life Insurance Services

It's a cliche because it's true: The only thing constant is change, and nowhere is that more appropriate than estate planning. With a new administration and enormous deficit spending throughout the pandemic, President Biden and Congress are already looking for ways to pay for it. They'll likely start with corporations, and then the attention will turn to taxing "the rich", which may include your clients. In this episode, Crump Senior Vice President, Advanced Sales, Michael Amoia delivers an update and advice on what you should be doing now to position your clients for changes ahead.

Show Notes

It's a cliche because it's true: The only thing constant is change, and nowhere is that more appropriate than estate planning. With a new administration and enormous deficit spending throughout the pandemic, President Biden and Congress are already looking for ways to pay for it. They'll likely start with corporations, and then the attention will turn to taxing "the rich", which may include your clients. In this episode, Crump Senior Vice President, Advanced Sales, Michael Amoia delivers an update and advice on what you should be doing now to position your clients for changes ahead.