In the News

Making the Most of Your End-of-Year Tax Planning

Making the Most of Your End-of-Year Tax Planning

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...

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Estate Planning Strategies during an Election Year

Estate Planning Strategies during an Election Year

This month on "Ask the Experts," I dove into the current and potential future landscape of estate planning as we approach the November presidential election. Most importantly, I highlighted some of the proposed changes to the estate planning and tax laws that we could...

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