The 2024 Election & Your Estate Plan: What You Need to Know

By |2024-08-29T10:58:02-05:00August 30th, 2024|Blog, Estate Planning|

As we approach the 2024 election, many individuals are concerned about how potential changes in the political landscape could affect their estate plans. The upcoming election could have significant implications for gift and estate tax rates, which are set to revert to pre-2017 levels if no new legislation is passed. This blog post will [...]

Comments Off on The 2024 Election & Your Estate Plan: What You Need to Know

The TCJA and Estate Taxes- Start Preparing Now

By |2024-05-23T11:10:47-05:00May 24th, 2024|Blog, Estate Planning|

The TCJA and Estate Taxes could be up in the air depending on the presidential election outcome. With the 2024 election looming, uncertainty hangs over the fate of the Tax Cuts and Jobs Act (TCJA) of 2017. This landmark legislation included a significant increase in the estate tax exemption, allowing individuals to transfer much [...]

Comments Off on The TCJA and Estate Taxes- Start Preparing Now
Go to Top