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Political Impact on Estate Planning

This is a news story, published by Yahoo Finance, that relates primarily to Ben Rizzuto news.

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Financial Planning

Financial Planning

•

Business

Business & Economics

Clients aren't likely to face estate taxes. But they still need a plan

Financial Planning

Summary

Nutrition label

89% Informative

Tax Cuts and Jobs Act provisions expire in 2026 , only 0.2% of households would face potential duties upon transfer of assets.

Ben Rizzuto predicts that most financial advisors and clients will see no changes.

Advisors must remind clients that estate planning is much more than having a will and avoiding taxes, he says.

VR Score

94

Informative language

93

Neutral language

78

Article tone

informal

Language

English

Language complexity

50

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

short-lived

External references

14

https://www.financial-planning.com/news/how-taxes-and-wealth-management-are-merging?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.financial-planning.com/news/guide-to-tcja-extension-for-financial-advisors-and-clients?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.janushenderson.com/en-us/advisor/bio/ben-rizzuto-crps/https://trustandwill.com/learn/2025-financial-advisor-report-press-release https://www.financial-planning.com/news/how-ethical-wills-add-to-estate-plans-for-financial-advisors?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://trustandwill.com/learn/financial-advisor-report-2025 https://www.financial-planning.com/news/key-estate-tax-questions-for-tax-cuts-and-jobs-act-sunset?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.financial-planning.com/news/tax-advantaged-spousal-lifetime-access-trusts-bear-risks?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://budgetmodel.wharton.upenn.edu/issues/2022/7/28/decomposing-the-decline-in-estate-tax-liability-since-2000 https://www.financial-planning.com/news/client-coaching-and-cpa-referrals-during-tax-season?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.financial-planning.com/news/advisory-practices-face-tax-planning-services-gap-study?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.financial-planning.com/news/trusts-that-could-help-wealthy-clients-estate-plans?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.financial-planning.com/news/hbos-succession-teaches-lessons-for-financial-advisors?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance https://www.financial-planning.com/list/how-trump-and-congress-may-pay-for-tcja-extension?utm_campaign=distributionpartner&utm_medium=referral&utm_source=yahoofinance

Source diversity

4

www.financial-planning.com www.janushenderson.com trustandwill.com budgetmodel.wharton.upenn.edu

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