There is a great deal of legislation pending and much is uncertain. But this much is certain, the estate tax exclusion will go down by half beginning 2026 under current law. Now is the time to plan for your clients and yourself. Read on to learn more.
Latest posts by Charlie Amen (see all)
- Roth IRAs Can Be a Great Planning Strategy: Basics - July 27, 2021
- Trust Distribution Standards May Be Very Broad - July 22, 2021
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More - July 20, 2021
