On September 13, the House Ways and Means Committee released a proposed plan to pay for the $3.5 trillion Build Back Better Act (the “Act”). The proposed legislation contains a variety of changes across the tax code, but the...more
Complex times are times to seek advice and consult your Estate Planner. Federal estate tax laws in place during the 1970s, 1980s and 1990s were very oppressive. These laws were modified to a great extent and now benefit...more
The current state of affairs reminds all of us that we live in a time of uncertainty. We must be mindful that estate plans are fluid and need to be altered to reflect current realities. Now, more than ever, clients should be...more
We hope this newsletter finds you and your loved ones safe and healthy.
We previously noted that the coronavirus "lock down" is causing many of our clients to re-think their existing estate plans. In the past, certain estate...more
4/17/2020
/ Beneficiary Designations ,
E-Signatures ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
Health Care Proxies ,
Tax Exemptions ,
Tax Planning ,
Tax Rates
We hope this Alert finds you and your loved ones healthy and safe during these unsettling times.
When you entrusted us to implement your estate plan we assured you that we would be there for you in times of need. We are...more