For the 99.5% Act and “STEP” Act

Adler & Adler, PLLC Team

You may have read or heard news about two bills recently introduced in the Senate that, if enacted, could have a significant impact on many estate plans. I am writing to you, as a valued allied professional, to provide you with some additional information on these proposals, and the effect they may have on estate planning.

Adler Memo – Senate Bills 050221Download

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