The House Ways and Means Chairman recently released the current House version of the Build Back Better Act that contains pending tax reforms. The new bill contains a few tax surprises worth noting for taxpayers who want to be prepared for the tax climate ahead.

President Biden recently unveiled his newest proposal – The American Families Plan (AFP), an ambitious $1.8 trillion package aimed at vaulting education, childcare, and paid family leave. Michael Cyrs, senior director of wealth transfer, provides more details about the proposed plan.

In gymnastics, flexibility is key. Athletes train their bodies to stretch and adjust to changing speed and movement with total control and grace. Gold medal estate planning, in many ways, is no different.

The proposed American Families Plan could change the tax relief we have recently grown accustomed to. The plan raises a number of issues and possible strategies for taxpayers to consider in 2021.

Financial advisor Janet Petran provides a helpful overview of how a well-executed estate plan can support women as they transition through different life stages.

Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.

2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

The proposed American Families Plan could increase tax liabilities for many families by changing the way estates are taxed. Mike Cyrs, senior director of wealth transfer, takes a closer look at the plan and presents possible tax planning strategies.

Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

We recently hosted a webinar sharing guidelines for estate planning during this pandemic. Given the popularity of the event, we’ve summarized the top takeaways.