Category: Estate Tax

Joe Biden

How Joe Biden’s Tax Plan May Impact Your Estate Plan

Americans are reconsidering their estate planning strategies following Joe Biden’s presidential election win. Biden made his desire to raise estate and capital gains taxes well known on the campaign trail, leaving many people to redouble their efforts to protect their assets. The good news: there is still time to take action before Biden is inaugurated. Your personal course of action may dep...

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Complete a Complete Estate Plan

When it comes to planning, the focus is typically on making you better prepared for the future. That means limiting taxes, creating wiser investment strategies, knowing when it’s best to claim Social Security and developing sustainable retirement income plans. All of these help you on the path to your financial future and your long-term goals. But The Brainerd (MN) Dispatch reports ...

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