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This spring, President Joe Biden outlined a new infrastructure plan and American Families Plan to the tune of $4 trillion. In keeping with campaign promises, he plans to pay for these plans by raising taxes on corporations and Americans with a high net worth. In a break with his initial campaign promises, though, President Biden is no longer proposing an expansion of the estate tax. Despite thi...
New presidents often mark the beginning of a new era of tax laws. For President Biden, the estate tax is a very likely target for change. The impact of potential changes reaches far beyond the estate tax, though. With Democratic majorities in both the House and Senate, change in tax law is almost guaranteed, which may mean you need to update your estate plan to help protect your assets even mor...
The Wall Street Journal recently provided some guidance for Americans relocating overseas in “Moving Abroad? Here’s the Checklist.” Insurance. These regulations are frequently at the country or state level, so insurance t...
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 ...
For the Scripps family, who were heirs to a media fortune, they simply spent their millions. According to an article on CNBC.com, “The Greed Report: Not a billionaire? You still need an estate plan,” they took luxury cruises around the world and family outings ...
One would think that big stars like Prince would have a team of high-powered advisors, compared to the average Joe and Jane. But that isn’t so, says CNBC in the recent article “Don't make these celebrities' estate-planning blunders.” Read More
