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2022 Year-End Wealth Planning Review

Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients.

While the major tax proposals that would have impacted high net worth individuals, trusts and estates were not included in the final Inflation Reduction Act, there are still some updates to current federal tax law that may be worth considering in the context of overall wealth planning goals. These include changes to required minimum distributions, qualified charitable distributions, and gift, estate, and generation-skipping tax exemptions.
 
Please contact [email protected] if you would like to learn more about our 2022 Year-End Wealth Planning Review.