July 29, 2021 •
Estate Planning ![]()
President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?
Read MoreSeptember 30, 2020 •
Estate Planning ![]()
To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreJune 15, 2020 •
Estate Planning ![]()
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you're a beneficiary, you have to decide how you're going to use it—a decision that's a little more complicated this year than it normally is.
Read More
