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2021 Tax Estimates

We are pleased to bring you recently released 2021 tax estimates based on tax cost of living adjustments. When the IRS publishes the official numbers, DBS will make the official 2021 Tax Guide available for your use. With the election just a few short weeks away, it’s anyone’s guess as to which candidate will prevail on November 3, 2020. Regardless, whoever wins, there are sure to be changes to the 2021 numbers that appear in the DBS 2021 tax guide because Congress will need to figure out ways to handle the increasing deficit. Consequently, whatever the outcome of the election, advisors should prepare their clients for the changes that are likely to occur in the future. View Guide

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Where a Child Desires Long-Term Care Coverage on a Parent

We’re focusing this month on Life Insurance and Family, with a special focus on generational planning. A recent case shows how the DBS team works for YOU to create solutions! Situation: An adult child desired to purchase a life insurance policy with a longterm care or chronic illness feature on his elderly mother to help […]

A Million to a Billion, in Three Generations…Tax Free

The Generation Skipping Transfer Tax (GST tax) is an extra tax on gifts or bequests from grandparents to grandchildren (or lower generations) that would otherwise skip successive gift or estate taxation. The GST tax rate is a flat 40% regardless of the amount of the transfer or the donor/testator’s gift or estate tax bracket. The […]

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