For the 99.5% Act and "STEP" Act

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 050221
.pdf
Download PDF • 479KB

Recent Posts

See All

A death certificate is an ofiicial legal document that records the date and location of a person's death. In some cases, you might need a "certified" death certificate. A certified death certificate h

Remote notarization is a form of notarization where the notary officiates the document remotely through audio-visual technology. The new law takes effect on June 20, 2022. To provide a remote notariza