How the Recent Tax Proposals May Impact Your Financial Plan

Susan Grice, June 29, 2021

How will the proposed American Families Plan impact your current and long-term financial plan? Do you know what changes you might need to make to your plan in the event that this proposed legislation becomes law?

 

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We invite you to download this complimentary whitepaper by co-authors Stephen Morgan, Director, Wealth Portfolio Management; Michael Mechler, Manager, Financial Planning; and Tab Bingamon, Senior Wealth Advisor, of the Hancock Whitney Asset Management team. It takes a comprehensive look at the major provisions of the proposed legislation and discusses strategies you can put in place to ensure that your financial plan is ready for possible changes to the tax code.