Legal News

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The Importance of Reviewing your Estate Planning Documents during an Election Year

When a new, or incumbent, candidate is elected to become the next president of the United States of America, you...
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Election Year Wealth Transfer Strategies

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act...
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Kamala Harris Reveals Estate Tax Policies Including 55 Percent Estate Tax

In August, presidential candidate Kamala Harris disclosed some of her proposed tax policies. Kamala Harris’s proposal brings significant changes to...
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IRS Releases the 2025 Estate Tax Exemption Amount

The IRS has released adjustments to the estate tax exemption, annual exclusion for gift taxes, and the marginal tax rates...
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“ONE Big Beautiful Bill” and Estate Taxes: $15 Million Exemption Here to Stay

A major change in the federal estate tax was recently signed into law as part of what lawmakers dubbed the...