Proposed Estate and Gift Tax Plan Under Biden Administration

President-elect Joe Biden has publicized various aspects of his tax plan once he takes office in 2021. This article summarizes those proposals as they stood heading into the election and their impact with respect to estate and gift taxes.

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Topics: Tax, IRS, gift tax, estate tax, estate planning

Getting Ahead of Estate Planning

Posted by Miller Bentley, Financial Advisor on Jun 4, 2020

As the deadly coronavirus swept the world, many took precautionary steps to keep themselves and loved ones healthy. Physical well-being is at the forefront of day-to-day living and naturally what we prioritize in reaction to catastrophic events alike – washing hands, wearing a seat belt, wearing sunscreen.

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Topics: Financial Planning, estate planning

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