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

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Name: Inspired Perspectives | Estate & Gift Tax Planning Changes – Action May Be Needed
Date: June 21, 2021
Time: 1:00 PM - 2:00 PM CDT
Event Description:
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.
Location:
Via Zoom
Date/Time Information:
 
Contact Information:
Becca Rozmark
Fees/Admission:
Free
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