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Six Estate Planning Errors to Avoid

When you plan your estate, your assets, interests, and loved ones are protected after your death. There are many individuals who make costly mistakes when they do not seek the advice and guidance of an experienced estate planning attorney. Poor planning can cause additional stress to your heirs in the time of grief in addition […]

Estate Planning Changes Under the Build Back Better Act

As the House Ways and Means Committee approves the tax provisions of President Biden’s Build Back Better Act (BBBA), the bill has made a significant first step towards passage. At the moment, the legislative proposal may limit the ability of high-net-worth individuals to shield assets from tax consequences in their estate planning strategies. Before the […]

Estate Planning and the Impact of Tax Laws

More outwardly, commonwealth transfer strategies for estates have significant impacts due to tax law change proposals on the precipice of being enacted into law. It is too early to know what will become law, the House Ways & Means Committee tax plan draft indicates that change is coming soon. While new details emerge and changes […]