Tax Planning – LWP Marketing Toolit

The Role of Portability in Estate Tax Planning

SM_Admin — Mon, 20 Oct 2025 18:43:44 +0000

When it comes to estate planning, one tool that often flies under the radar is portability—a valuable option that allows married couples to transfer unused estate tax exemption amounts from. read more...

There’s Still Time: End-of-Year Tax Planning Considerations

SM_Admin — Wed, 09 Oct 2024 17:41:14 +0000

Many people think of estate planning as merely a set of documents that lays out their instructions after they die. However, estate planning also involves strategic preparation during your lifetime.

Tax Season

SM_Admin — Wed, 09 Oct 2024 16:12:07 +0000

As tax season approaches, it’s a crucial time for individuals of all ages to ensure their financial responsibilities are in order.

Five Ways President Biden’s Tax Plan Could Impact Your Finances

SM_Admin — Fri, 26 Feb 2021 13:59:08 +0000

Although President Biden outlined his tax plan during the presidential campaign, conventional wisdom held that Republicans in the Senate would block the implementation of his agenda. Now that Democrats control both the House and the Senate (if you factor in the vote of Vice President Kamala Harris), it’s worth revisiting some of Biden’s proposals.