As the federal government looks for ways to increase revenue, estate tax laws will soon change. Senator Bernie Sanders has formally proposed a bill, supported by President Biden, called “For The 99.5% Act.” The changes will significantly increase the amount of tax due, based on the value of your estate. Today, Steve presents a call-to-action. He discusses the proposal and several planning moves you should consider prior to the new tax laws taking effect.
Listening Time: 22 minutes