Estate Planning Update – The Tax Cuts & Jobs Act

Both the House and Senate have passed versions of the tax bill that include significant changes to the estate and gift tax laws. Seamus Smith, Director of Estate Planning, offers guidance on tax moves to consider:

Click here to open.

If you have any questions or comments, you can email your Creative Planning wealth manager or Peter directly at [email protected].

We have representatives near you,
so we'll meet you wherever you are.

Request A Meeting

OR CALL US AT

(866) 909-5148

Resources for investors who want
to make more informed choices.

Read More

PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING