Estate Plan Concerns under Biden
Now that there is a Democratic majority in the Senate and the House of Representatives, estate and gift tax law changes are expected to occur in 2021 or 2022.
Now that there is a Democratic majority in the Senate and the House of Representatives, estate and gift tax law changes are expected to occur in 2021 or 2022.
Every estate plan should have a power of attorney, in which you give one or more people authority to act as agents on your behalf when you aren’t able to.
You’re closing in on retirement, but you’re not there yet. Are you on track?
Obviously, the first step is to work with your doctor to slow the progression. However, there are legal steps you need to take as quickly as possible.
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
When something is tailored to one’s needs, everything can go smoother.
Even those with thorough estate plans might have neglected to discuss details with potential heirs.
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.