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Estate Planning

build back better

House-Passed Tax Rate Changes But Still Includes New Taxes

December 16, 2021

The House passed the $1.75 trillion Build Back Better Act on November 19, 2021, and the legislation is now under Senate consideration. Known as H.R. 5376, the legislation is the second prong of President Biden’s social and economic policy program.... Read More

infrastructure

Tax Increases Still Possible In Huge Infrastructure Bill

October 18, 2021

The $3.5 trillion infrastructure bill has cleared the House tax writing committee and now is the subject of intense negotiations to move it forward. Read More

Executors Can Be Held Personally Liable for Estate Tax, Court Rules

September 17, 2021

Liability for the estate tax falls on the estate assets and is limited by the value of those assets. Executors and beneficiaries generally do not have personal liability for estate taxes although the IRS can come after the assets held... Read More

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