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Review your estate plan in light of a new presidential administration
As presumptive President-elect Joe Biden moves forward with the transition and prepares for the inauguration next month, you may be wondering how the federal estate tax may be affected. During the campaign, Biden pledged to change many of President Trump’s tax policies. In response to the Tax Cuts and Jobs Act (TCJA), Biden has promised […]
Fortify Your Assets Against Creditors With a Trust
You may think of trusts as estate-planning tools, i.e., vehicles for reducing taxes after your death. While trusts can certainly fill that role, they’re also useful for protecting assets, both now and later. After all, the better protected your assets are, the more you’ll have to pass on to loved ones. Creditors, former business partners, […]
