President Donald Trump recently released a broad-brush version of his tax proposal, and the markets and media immediately began to sift through it for insights.

Given that President Trump promised a repeal of the estate tax on the campaign trail, many experts expect repeal to be part of Trump’s plan.

Investment News, a newspaper and website which delivers news and analysis essential to the business of financial advisors, turned to Annex Wealth Management’s Director of Estate Planning, Richard Behrendt, J.D. for his analysis on this initial version of the Trump plan.

This isn’t the first time Rich’s comments have appeared in Investment News. His insights have been featured in articles in The New York Times, Financial Advisor, and Bloomberg BNA.

We’re proud that our team has a national reputation for insight. If you’re interested in meeting with Rich, contact us to talk about your estate and today’s changing economic and policy climate.

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, FL, IL, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.


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