Estate

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make rushed decisions with bad information. This can cause common mistakes to occur that could be avoided with proper preparation.

Estate Taxes May Be Amended Soon
 What to know about the budget reconciliation bill.

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.

Estate Planning After a Second Marriage

Special considerations for a complex situation.