Did you know that President Biden campaigned on a promise to lower the estate tax exemption limit, and to consider abolishing the step-up in basis for capital gains tax? While it can be difficult to predict when these matters will be addressed by the Biden...
Did you know that, according to a 2020 survey, less than one-third of Americans have an estate plan in place even though almost two-thirds of Americans recognize that having an estate plan is important? The same survey reveals that the primary reason why people do not...
Does choosing a local estate planning attorney who can help you create an estate plan seem like an overwhelming task. With these tips, it can be easy to narrow your choices to a few qualified attorneys. Let us discuss a list of four resources for finding an estate...
While many think of 529 savings plans as a way for parents to enjoy tax free growth of savings for a child’s college tuition, the benefits of these savings plans can have a much farther reach. Did you know that 529 savings plans can be established by not just the...
