Motivating clients to implement estate and income tax-efficient strategies in 2025 will be challenging for those clients who perceive the election’s outcome as favorable for tax purposes. Advisors know this is a priority and struggle with many clients who become paralyzed or stuck because of all the noise and uncertainty surrounding tax legislation.
I’ll explore two lines of reasoning to consider. I believe that the most effective way to motivate gun-shy clients is to educate them and give them intellectual certainty. It puts them in a mental environment where they’re able to make informed decisions and implement solutions.
First, let’s examine the history relative to taxes and debt to help clients understand where we are, where…
