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Rising Interest Rates Poised to Impact Estate and Wealth Transfer Planning Strategies

USA - June 16 2022 The June 2022 decision by the Federal Reserve to raise the federal funds rate by 0.75 percent marks the largest such increase in 28 years. Among the…

Estate Planning Changes Are Ghosted in Latest Version of Build Back Better Act

USA - October 29 2021 The latest text of the proposed reconciliation bill, titled the Build Back Better Act, published on October 28, 2021, is void of many of the prior…

Projected Increases in 2022 for the Gift Tax Annual Exclusion Amount and Lifetime Exemption

USA - October 15 2021 Wolters Kluwer has released projected 2022 figures for the gift tax annual exclusion amount as well as the estate and gift tax lifetime exemption…

Budget Committee Report Brings Estate and Tax Planning Clarification and Consternation

USA - September 30 2021 On September 28, 2021, the House Budget Committee released a report that provides explanations with respect to certain provisions included in the…

House Ways and Means Committee Proposal Brings Big Changes for Estate Planning

USA - September 15 2021 On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget…