New Tax Proposals Mean Some Should Review Their Estate Plans

Changes to Inheritance Taxes

A number of tax proposals being considered in Congress could significantly affect gifting and estate plans for those with larger estates — over $3.5 million. If you’re in that category, you might want to meet with your estate planner to take Read More …

Will the New Administration Change Estate Tax or Stepped-Up Basis Rule?

Avoid Estate Tax with Local Estate Planning Attorney

While it remains unclear exactly what tax changes President Biden’s administration will usher in, a new administration usually means that tax code changes are coming.  Two possibilities are that the new administration will propose lowering the estate tax exemption and Read More …