Learn about President Biden’s estate and gift tax reform plans and how they could change strategies for wealthy Americans.
Why an Intra-Family Loan May Be a Good Way to Transfer Wealth Right Now
Learn why record-low interest rates make the intra-family loan an attractive option for transferring wealth while avoiding estate tax penalties.
What High Earners Should Know About the Proposed Capital Gains Tax Hikes
Learn why the Biden Administration’s proposal to increase capital gain taxes may have a significant impact on wealth management planning for high-net-worth individuals.