Tax Cuts and Jobs Act

Tax Cuts and Jobs Act is scheduled to sunset. Get your planning done soon so you don't miss out. "Due to personally owned life insurance and estate growth over time, more clients than you might think could be impacted by the estate tax sunset." The current estate tax exemption amount is historically high, but it’s [...]

The State of Play In a July 21 open letter posted on social media, President Biden wrote that he has concluded “it is in the best interest” of the Democratic Party and the country for him to “stand down from reelection” and subsequently posted on X that Vice President Kamala Harris has his “full [...]