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Estate Planning

The American Families Plan

Last week, the White House released The American Families Plan, which includes some new details regarding the Biden administration’s proposed 2021 tax reform. The tax changes expected to be enacted this year will be substantial and far reaching and will include...

Use It or Lose It

Many of you have likely read about the bill that Senator Bernie Sanders has submitted. The purpose of this blog is to provide a few high points to see if it is worth having a conversation about how it may to apply to you and what you can do now to take advantage of...