Category: Estate Planning
27 October 2021 - 16:22, by , in Estate Planning, Estate Tax, Tax Provisions, No comments
Build Back Better Act.  The House Democrats have proposed the Build Back Better Act that would contain the following tax provisions (subject to further change) Increase top individual income tax rate to 39.6% 3% surcharge on income greater than $5M Increase capital gains rate to 25% Limitation on 199A pass through income exemption Increase top...
23 March 2021 - 21:22, by , in Estate Planning, No comments
Work with Swain Trusts & Estates of Oklahoma City for your Estate Planning needs. Our personalized recommendations are the result of exploring together to identify your goals and desires. From titling assets to funding your trust, you can expect a detailed plan to get you where you want to be, short-term and long-term. Our track...