RIAs better get ready in 2023 for a shocking 2026 wakeup call -- and a killer opportunity -- as '$26-million' estate tax exemption expires

RIAs got a hiatus from worrying about estate issues but also lost a value proposition; both the headaches and the chance to intervene are back and need addressing before impact

Author Guest Columnist Steve Lockshin May 26, 2023 at 8:41 PM

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Steve Lockshin: There is rarely a chance to achieve a 40%+ immediate return for clients with no increase in portfolio risk.

Brooke Southall and Keith Girard contributed to the editing of this article.

Steve Lockshin

RIAs better get ready in 2023 for a shocking 2026 wakeup call -- and a killer opportunity -- as '$26-million' estate tax exemption expires

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RIAs better get ready in 2023 for a shocking 2026 wakeup call -- and a killer opportunity -- as '$26-million' estate tax exemption expires

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