Pinion Insights: Posts authored by

Jim Rein

How to Secure and Update an Estate Plan Ahead of Changes

By Jim Rein | May 17, 2021

Reading Time: 2 minutes

With the buzz around Washington, D.C. about the looming tax changes ahead, estate planning is on top of the list to have the most potential for impacts to individuals and business owners. “Our phones have seen a definite uptick in activity with questions about considerations and alterations around estate plans, …

Estate Tax Planning: Possible Changes Ahead

By Jim Rein | February 16, 2021

Reading Time: 2 minutes

No matter what the presidential outcome, there was never any question that the outlook for estate tax planning would be different in 2021. How much different was dependent upon who controlled the presidency and the Congress. With Democrats now in power on both of those fronts, the logical question now …

Winning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

By Jim Rein | May 31, 2018

Reading Time: < 1 minute

Exemption for Your Estate Plan is Ripe for the Picking The Tax Cuts and Jobs Act of 2017 made one significant change for estate planning: it doubled the estate tax exemption through 2026. This change is unique because it has resulted in the highest estate/gift exemption ever allowed (basically double …

Pinion Insights: Posts authored by

Jim Rein

How to Secure and Update an Estate Plan Ahead of Changes

Estate Tax Planning: Possible Changes Ahead

Winning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

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