Estate and Gift Taxation

Articles

Proposed Changes to Gift and Estate Tax Could Have Huge Impact

Legislation filed in Congress could have a significant impact on gift and estate planning.  It is important that those who are likely to be affected know what the proposed legislation entails and how it might make changes to estate planning advisable – even necessary. Unlike typical tax legislation, these measures have the potential to be …

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Articles

Proposed Changes to Gift and Estate Tax Could Have Huge Impact

A new piece of legislation filed in the U.S. Senate – the “For the 99.5 Percent” Act – could have a significant impact on gift and estate planning. According to the sponsors of the bill, its name describes the “99.5 percent” of the population who are unlikely to be affected by the proposed changes. It …

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