The broad-brush tax proposal released Wednesday by President Donald J. Trump repeated his campaign pledge to repeal the estate tax, but failed to provide financial advisers with any additional detail regarding its form.

Investment NewsDavid EdwardsApril 28, 2017Trump tax, estate tax repealComment

Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax planning & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.