Perspectives from the Path

Mike Mulcahy, CFA® CPWA® CTFA 4/7/21 Mike Mulcahy, CFA® CPWA® CTFA 4/7/21

For the 99.5% Act

Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!