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Revised Tax Legislation Proposal No Longer Includes Certain Estate and Gift Tax Provisions

Certain revenue-raising proposals that would have affected the transfer tax regime and estate planning of high-net-worth individuals and trusts, which were included in the prior proposed bill in the House of Representatives,...more

U.S. House Proposals Would Significantly Impact Estate Planning for High Net Worth Individuals If Enacted

The U.S. House Committee on Ways and Means’ tax proposals would significantly impact estate planning for high net worth individuals if enacted. Gift, estate and GST exemption amounts would be decreased; grantor trusts would...more

Estate Planning Considerations For Year End 2020

As the 2020 United States election and the end of the year approach, you may wish to consider making changes to your estate plan and/or making gifts to transfer assets to younger generations now. ...more

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