The new division is designed to give clients a more holistic approach to tax, estate and wealth planning.
Trusts & Estates
Given the uncertainty of whether tax changes will be enacted and as of when, individuals who have not recently updated their estate plans should consider estate planning options, sooner rather than later.
With the first 100 days in the rearview mirror, Biden Administration priorities are shifting to the future. Business leaders should prepare for swift movement in ESG, innovation, infrastructure, tax policy, and other areas of focus.
Keep this 2021 tax and financial cheat sheet handy for quick reference to tax rates and deadlines, retirement plan and HSA contribution limits, and other pertinent charts.
Family wealth and financial literacy go hand in hand; are you preparing the rising generation to continue your family’s prosperity?