Estate Planning · October 08, 2021

With the new proposed legislation that is still under consideration and far from being finalized, if your family stands to be impacted by any of the new proposed bills, it's vital for you to take action as soon as possible to ensure that whatever changes to your planning that need to be made can be planned and executed before the year's end. If you've been following the news about the coming changes, you know that none of us know what will ultimately happen or even when we will know the outcome.

Estate Planning · October 01, 2021

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. While the proposed legislation is still under consideration and far from being finalized, given the broad-reaching impact of these changes, we encourage you to take action now if you would be affected by the proposed legislation to ensure that whatever actions required can be planned and executed before the end of the year