As we get closer to an election, it’s important to think about how your estate plan might need to be updated or changed altogether in light of who is elected. Some of the most common issues that have been popping up with Biden’s proposed tax plans have to do with accelerated capital gains and bonuses, deferring deductions and more. 
Some important steps you’ll need to take before the end of the year depending on who is elected will rely on the insight and experience of your trusted estate planning attorney. There are several important things you need to have top of mind as a result of published proposals from Joe Biden or possible results from a legislative committee looking at revenue. These include:
August 28, 2020 |
As we get closer to an election, it’s important to think about how your estate plan might need to be updated or changed altogether in ...
Learn MoreAugust 26, 2020 |
A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head ...
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You’ve heard about an estate plan and you might have even referenced an elder care plan, but do you know how your financial plan fits ...
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Each person in a couple needs a team to help them navigate the tricky waters of divorce. The financial breakup and dissolution of your marriage ...
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If you are currently in your 20s or 30s, it’s easy to brush off the idea of estate planning as something that is years down ...
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Plenty of people have rethought their life choices including the partners, their homes and even their careers as a result of the pandemic. If you ...
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Most of the material you probably own that is an asset inside your estate plan is tracked in the form of paper. You might have ...
Learn MoreAugust 13, 2020 |
Has it been 10 or 20 years since you last updated your will or know that you created a trust at some point that was ...
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Did you know that you can leave behind a lifetime gift to your loved ones by doing the necessary work for your estate planning? End ...
Learn MoreAugust 11, 2020 |
One of the most commonly misunderstood aspects of your estate planning is considering what you’ll do with your personal property. It is not recommended that ...
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