Tag: Estate Plan

Is It Enough to Have a Will?

Just about 50% of Americans do not currently have a will. While a will is a necessary document that every person who owns assets should have, it is still a relatively simple document that may not cover everything you want it to. You may want to consider creating an estate

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How the “For the 99.5% Act” Affects Your Estate Plan

A new bill, “For the 99.5% Act,” was introduced by Sen. Bernie Sanders and Rep. Jimmy Gomez into Congress on March 25th, 2021. The bill’s current form is only 18 pages long, but its potential impact on federal estate and gift tax laws significantly affects estate planning. While it is

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