SML Planning Minute

Recent Episodes

Build Back Better Tax Proposals – Part 2: Estate & Gift Taxes

Posted September 28, 2021 • 00:09:47

The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth...

Build Back Better Tax Proposals – Part 1: Income Taxes

Posted September 20, 2021 • 00:10:57

The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth...

Getting Life Insurance Is Easier Than It Used to Be

Posted September 14, 2021 • 00:05:25

September is a great time to be thinking about life insurance, and today we celebrate the fact that getting life insurance is much quicker and easier...