There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients.
New Tax Proposal re: Retirement Savings
- Can You Give Inheritances in Advance to Limit Estate Taxes? - August 11, 2026
- Do Trusts Pay Taxes on Capital Gains? - July 9, 2026
- How Does a Trust Differ From a Will? - July 7, 2026

Staying Current on Estate Planning
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