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7 Reasons to Update Your Estate Plan

By |2021-06-30T07:16:06-07:00June 30th, 2021|Estate Planning|

One of the biggest mistakes that someone can make in terms of estate planning is not updating their plan after certain life events. There are several common life situations that may require you to update your estate plan: You moved to another state. Estate planning laws vary state by state. Make sure that when [...]

How Biden’s Tax Proposal Changes Could Affect Your Estate Plan

By |2021-06-03T16:29:41-07:00June 3rd, 2021|Estate Planning|

While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and gift tax exemption to its pre-Tax Cuts and Jobs Act (TCJA) amount of $5.85 million, and to increase capital gains taxes on upper-income individuals (among other provisions). Instead, when he announced the “American Families [...]

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