Biden tax plan proposals and estate planning

During normal times, we recommend having your estate plan reviewed and updated every four years or any time a big life change occurs – divorce, remarriage, a significant shift in assets, etc. However, the last two years have been anything but normal. The pandemic exposed alarming health and financial vulnerabilities that resulted in a surge of clients asking to have their estate plans reviewed. Meanwhile, the dust is settling from a major shift in our country’s political landscape, leaving all…