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What are the developing trends in estate planning?

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estate planning is is always evolving it evolves because of the volatility of tax laws tax laws are always changing no matter who’s in office democrats republicans it changes estate planning changes so when you hire an attorney for estate planning you need a lawyer who will help protect your assets preserve your wealth accomplish your goals in compliance with the current laws but also have them flexible enough to respond to federal and state tax law changes you’re not drafting a document to use it today or tomorrow you are drafting a document uh to be used when the need arises in the future you cannot control all situations you cannot control life you don’t know when medical emergencies will happen you don’t know when the tax laws will change you can’t control that you can control your estate planning in preparing and providing clients with an effective estate plan you’re able to maximize planning opportunities opportunities that arise in this volatility uh in the law and that’s a great opportunity but if you have an inefficient and ineffective estate plan well then that estate plan can crash with the volatility of the tax laws

Baltimore, MD estates planning & probate attorney Jocelyn S. Szymanowksi talks about the developing trends in estate planning. She emphasizes that estate planning is constantly evolving due to the volatility of tax laws. Tax laws change regardless of which political party is in office, and as a result, estate planning strategies must adapt accordingly. When clients engage an attorney for estate planning, she ensures they receive guidance that both protects their assets and preserves their wealth while achieving their goals in compliance with current laws.

She also stresses the importance of flexibility. An estate plan is not drafted for immediate use alone; it must be designed to address future needs as circumstances change. Life is unpredictable—medical emergencies, changes in personal circumstances, and shifts in federal or state tax laws cannot be controlled. What clients can control, however, is the effectiveness of their estate planning.

By preparing and providing a comprehensive and adaptive estate plan, she helps clients maximize planning opportunities that arise from legal and tax law volatility. Conversely, an inefficient or outdated estate plan can expose clients to unnecessary risks, particularly when tax laws shift, underscoring the importance of proactive and strategic planning.

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