Plan Now Before Congress Acts

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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