That’s the title of my latest article published in The TaxLetter®

It recognizes significant tax increases ahead and presents several opportunities to preserve wealth and lessen the tax bite now.

Read it here

As we patiently await our vaccines and the re-opening of world economies, right now is the perfect time to focus on “incompletions” in your estate planning, including wills, powers of attorney and life insurance.

Now, for the first time ever, our clients can get up to $5 million of Life Insurance with NO medical underwriting, NO blood/urine samples and NO in-person meetings, all in a 15 minute phone call.

They are topping up coverage and buying new policies for spouses, children and grandchildren for basic protection, estate tax planning or charitable giving.

Please reach out if we can help you with a Covid-friendly Zoom call for a no-obligation consultation or second opinion on your current planning.