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It likely will be some time before we understand the true impact of the pandemic on investor attitudes toward market volatility and risk. One thing seems certain: more investors than ever are turning to financial advisors and wealth planners to feel more confident in their financial future.
There are other forces at play shaping the near-term future of retirement and wealth planning. For HNW individuals, increases in individual tax rates by the Biden administration – along with the proposal to increase capital gains and eliminate step-up in basis at death – should result in more of the traditional charitable giving strategies as part of a client’s estate planning.
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