Month: November 2021

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69. Estate Planning Law Proposals You Should Be Thinking About

69. Estate Planning Law Proposals You Should Be Thinking About

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There may be changes to estate planning rules in the near future. If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass.

In part two of this two-part series, John and Michael Parise look at potential estate planning changes that could have a massive impact on advanced estate planning.They first look at the potential change in acceleration of the reduction in the gift and estate exemption amount. Plus, Michael speaks on the possible changes to grantor trust rules.

John and Michael discuss:

  • Why you should be speaking with your advisor about these provisional changes
  • Potential changes to grantor trust rules
  • Potential changes to the acceleration of the reduction in estate exemption
  • Why adding a specialist advisor to your advisory is beneficial
  • And more

Resources

  1. Income Tax Law Proposals You Should Be Thinking About

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68. Income Tax Law Proposals You Should Be Thinking About

68. Income Tax Law Proposals You Should Be Thinking About

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There are currently tax law proposals being discussed in Congress that if passed, could have a major impact on taxes.

In this episode, John and Michael Parise discuss the most recent tax law proposal put forth by Congress, specifically covering income tax provisions. They emphasize that these are just provisional changes and that they may not come to pass. However, you should plan accordingly with your financial advisors so that nothing comes as a surprise. Also, John shares details about their annual conference they held with their families!

John and Michael discuss:

  • Their annual conference held with their families and guest speakers
  • Tax provisions that may come to fruition
  • Why business owners and high-income earners are moving to states without income tax
  • Why you should be thinking about these tax provisions with your financial advisor
  • And more

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