Blog

Month: June 2021

2021 Estate Planning Environment: Part One

June 29, 2021 by Brendan Lacy
Estate and Gift Taxes
Now that the democrats have control of all three branches, there have been a few estate planning proposals that could significantly alter the estate planning landscape.  Over a series of three blogs, I will discuss: President Biden’s proposal to treat gifts/death as a realization event Senator Bernie Sanders’ proposal to...
Read More