Historically in a presidential election year, tax topics are widely discussed and debated between opposing candidates. This year is no different. The candidates have varying views when it comes to the tax planning strategy of stepped-up basis. The elimination of stepped-up basis would result in a … [Read more...]
Election Results Still Unknown – Estate Planning Scenarios for Each Candidate
The election happened November 3rd! There are millions of ballots cast, but the outcome is yet to be determined. With any election, but more so with this one, many Americans are wondering how they will be affected. There are significant differences with each party’s platform including … [Read more...]
Estate Planning after the Presidential Election
I often meet with families because of an important life changing event (marriage, death, birth, special needs, etc.). These common events provoke families to start thinking about their demise and how to best leave their legacy to their loved ones. Another event that typically triggers families to … [Read more...]
Hang On Until January 20th, When All Will Be Well
This has been quite an election cycle. Most people have expressed great concern about the outcome of the presidential election, and emotions and fears are high. I have jokingly told clients and attendees at public and private seminars that they need not worry – just hang on until the end of … [Read more...]
Taxes and the Presidential Race – Donald Trump
We had previously discussed what our taxes may look like if Hillary Clinton was elected president. Last Monday’s debate demonstrated how different the two candidates are. Whoever is elected, it is important to understand the impacts and effects of the tax law changes to you, and potentially your … [Read more...]
Taxes and the Presidential Race – Hillary Clinton
Election years create a lot of uncertainty when it comes to laws – especially tax law. And though the pundits talk about this year’s race being unlike anything in our history, the tax uncertainty is still a common thread tying back to elections past. It is important to understand the various taxes … [Read more...]
