Remember the Advice to Prepare for Estate Tax Changes Sooner Rather Than Later? Later is Now.

Overview

Both the For the 99.5 Percent Act and the Sensible Taxation and Equity Promotion Act in the U.S. would make dramatic changes that would increase taxes on lifetime gifts and after an individual’s death. While it remains early in the legislative process, the chances of significant changes are growing and the window for action is closing.

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