We’ve all heard it before… “The only two certainties in life are death and taxes.” Currently everyone has their eye on both, as we’re watching the tax proposals, including estate tax changes, from the Biden administration, and wondering what’s coming and how we will all be affected. I’m going to give a brief update on where things are with that, but I think it’s important to remember that currently the tax proposals are just that… proposals. There is much negotiation to come. So while we can pay attention and do our best to be prepared for what’s to come, we must also realize that we cannot plan for everything. Yes, changes will come. And we will continue to re-evaluate as they do.
Kendall J. Anderson, CFA, Founder
Justin T. Anderson, President