Planning for Year-end 2022 and Beyond

Planning for Year-end 2022 & Beyond


As the leaves begin to change colors, and there is a chill in the morning air, we turn our attention to year-end matters. This year has been tumultuous in the financial world with interest rates rising dramatically, heightened volatility in the equity markets, and inflation hitting levels not seen in 40 years.

There were several proposed legislative changes in the past two years; however, 2022 began and is expected to end with no new Federal estate and gift tax changes. While changes could resurface, for now, attention is elsewhere.

As we close out 2022 and think ahead, our goal is to provide you with timely and relevant planning considerations specific for individuals and families with exceptional wealth. We understand these individuals and families face different complexities as well as have unique planning opportunities available.

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Create clarity and reduce complexities for your wealth. To learn more about how we can best serve you, please reach out to our team.

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