Inspired Perspectives | Estate & Gift Tax Planning Changes – Action May Be Needed

Join us to hear about the proposed “For the 99.5 Percent Act” and the anticipated infrastructure bill in Congress. The new legislation could include changes to the current federal estate and gift tax rules and address grandfathering provisions. While planning is always important, planning in times of new tax legislation is both challenging and vital to saving money and allocating resources appropriately. Reviewing your estate documents to determine what, if any, changes are needed due to the proposed legislation is an important first step.