March 25, 2020

Time to Capitalize on Tax & Estate Planning Opportunities

Volatile markets and low-interest rates are creating compelling opportunities for tax and estate planning.  The federal government’s stimulus plan and changes to the tax code are likely to have far-reaching implications for tax and estate planning.  Not since 2008 has there been a better time to make sure you are taking advantage of all the possible benefits!


Alan Weissberger, Hirtle Callaghan’s Senior Tax and Estate Planning Specialist, recommends taking a hard look at your tax and estate plans now.


In “Tax and Estate Planning Updates,” Alan explores key tax and estate planning topics that warrant your attention in the coming weeks. Read further to learn about how you can improve your tax and estate plans in the current environment.


Estate Planning Updates