As many were departing for a long Memorial weekend, the Biden Administration released the long-awaited Green Book. Many of us in the life insurance side of the financial services industry have been talking and writing about Biden’s campaign promise to tax the wealthy by rolling back Trump’s tax cuts -specifically by reducing the estate and […]
Diversify Your Concentrated Position: Help lower volatility, increase portfolio predictability and potential reduce taxes Written by Terri Getman J.D.*, CLU, ChFC, RICP, AEP (Distinguished) A hallmark of wise planning is to diversify risk across a range of assets and asset types because any one asset or asset class might underperform in a given year. Diversification […]
Terri Getman, J.D.*, CLU, ChFC, RICP, AEP (Distinguished) Two bills introduced in the Senate in March could significantly change estate planning if enacted into law. The 99.5% Act and the Sensible Taxation and Equity Promotion (STEP) Act would dramatically alter transfer taxes. While it is still uncertain which, if any, provisions in these acts will […]
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