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Your Death Could Be More Taxing

Posted: March 4, 2021

This week Attorney Maureen O'Leary was a guest on The Market Commentator podcast.  Maureen joined her former law partner Andy Willms to talk about Democratic proposals to raise the estate and gift tax rate, reduce the amount that can be given away tax free during life and at death, and to increase the taxes investors have to pay on their profitable investments. Andy and Maureen also talk about steps investors can take to lessen the tax bite that follow if these changes were to become law.

You can listen in on their discussion HERE.  

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