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On March 25, the Senate Budget Committee Chairman, Bernie Sanders, formally proposed the “For the 99.5% Act” that would make consequential changes to the current estate and gift tax system. The bill was co-sponsored by Democratic Senators Kirsten Gillibrand, Sheldon...
Owning and operating a business is intrinsic to the American Dream. However, many people shy away from the risks involved in starting a business. Instead, they will consider buying into a franchised operation because they think the proven business concept, in-place...
The COVID-19 pandemic has shone a white-hot spotlight on estate planning. Hundreds of thousands of individuals and families have faced serious challenges, and many realized—only too late—that they hadn’t properly prepared. The prospect of becoming seriously ill or...
Crafting a comprehensive estate plan with the help of a qualified attorney is one of the best things you can do to protect yourself and your loved ones. You and your attorney should revisit that plan periodically to ensure it stays up to date. But what happens if the...
Prince was a music legend. He wrote chart-topping songs for decades that redefined music. He also died relatively young, at the age of 57, from a fentanyl overdose. The immediate impact of Prince’s death in 2016 was to reminder us that America’s opioid epidemic can...
According to the Miami Association of Realtors, October 2020 was a hot month for home sales across South Florida. All three counties saw double-digit increases in total sales of single-family homes from last October: Miami-Dade: 16.2% increase Broward: 23.1% Palm...
Estate planning isn’t just about securing your assets. A critical knock-on effect of a comprehensive estate plan is its ability to forestall intra-family confusion, conflict, and stress about how you wanted your estate to be handled. But even if you think your estate...
Settling an estate can be a complicated obligation for a personal representative or executor. The list of administrative, financial, and legal tasks they are expected to complete is immense. On top of that, they must navigate their own wellbeing and the heightened...
When Congress makes changes to the federal tax code, they have a choice as to whether those changes will be implemented permanently or temporarily. Passing permanent changes to the tax code can be difficult, so lawmakers often choose to include explicit sunset clauses...
Update Jan. 14, 2021: The Democratic candidates for Senate won both of the January 5 run-off elections in Georgia. With the securing of these two Senate seats, Democrats now have control of the Senate and will be able to pass broader elements of their tax policy...
As 2020 draws to a close, many wealthy individuals and families should be thinking about their end-of-year tax and estate planning opportunities. Doing nothing and hoping for the best is always an option, but, in my experience, it is rarely the best option to ensure...
The presentation below outlines some of the most important tax policy proposals of the Joe Biden campaign. While not all of these proposals will be enacted, general themes emerge that families and individuals ought to consider when reviewing their estate and tax...