Month: September 2021

Federal Estate Tax Law Changes Are Near By: Steimle Birschbach, LLC 2021 On September 15, 2021, the House Ways and Means Committee approved draft legislation that, among other things, would increase taxes for high-income individuals and make drastic changes to federal estate, gift, and generation skipping transfer tax laws. Before the proposed legislation becomes law, …

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By:  Attorney Gina C. Ziegelbauer It’s not uncommon for clients to tell me that they’ve added their adult child or children to their bank account. My next question to them is what they mean by that?  Did you add the child as an owner to the account, a signatory, power of attorney, or beneficiary? The …

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