March 2020 NAPFA Advisor Magazine - Full Issue-March 2020 NAPFA Advisor Magazine

March 2020 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The document highlights the importance of estate planning strategies before the 2020 election, including asset protection and setting up a self-settled domestic asset protection trust (DAPT). It also discusses the potential impact of tax law changes on gift tax exemptions and the benefits of time blocking and structuring one's day. The document emphasizes the value of comprehensive financial planning, the rise of Fee-Only financial planning, and challenges in marketing and business development. Financial planning experts provide insights throughout the document.

Keywords

estate planning strategies

2020 election

asset protection

self-settled domestic asset protection trust

tax law changes

gift tax exemptions

time blocking

comprehensive financial planning

Fee-Only financial planning

marketing challenges