Monthly Archives: May 2021

“For the 99.5% Act”: Proposed Estate Planning Implications

The recent tax bill proposed by Senator Bernie Sanders would dramatically alter the estate tax landscape and would eradicate or severely limit a number of estate planning strategies that families have relied upon for decades. These changes could be effective after December 31, 2021, in part, as follows: Estate and GST tax exemptions to be […]

“Blue Wave” Spending + Tax Changes Expected

The current governmental spending, tax, financial and political climate is provoking great concern regarding controlling and preserving assets. Be proactive in protecting your wealth – consider reviewing your estate, business and tax planning options in advance of the expected “Blue Wave” Spending + Tax changes. The time to plan is now. Transferring assets in-trust can […]