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Author: Brendan Lacy

2021 Estate Planning Environment: Part Two

July 12, 2021 by Brendan Lacy
Estate and Gift Taxes
Part Two of our blog post series focuses on Senator Bernie Sanders’ proposal to change the estate and gift tax laws.  While President Biden’s proposal did not change the existing estate and gift tax laws, Bernie Sanders’ “For the 99.5% Act” proposes significant changes to the current estate and gift...
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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...
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