Blog

Month: July 2021

2021 Estate Planning Environment: Part Two

July 12, 2021 by Staff
Estate and Gift Taxes
Part Two of our blog post series focuses on Senator Bernie Sanders’ proposal to change the estate and gift tax laws.  While President Biden’s proposal did not change the existing estate and gift tax laws, Bernie Sanders’ “For the 99.5% Act” proposes significant changes to the current estate and gift...
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