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Robertson Stephens

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Real Estate

Biden’s plan for inherited real estate may impact more people than just the wealthy

CNBC.com By Kate Dore, April 29, 2021 Mallon FitzPatrick weighs in on President Biden’s plan for inherited real estate and what estate planning strategies you can take.  Read his insights here.   Disclosure  Investment advisory

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick, Real Estate

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San Francisco, CA 94105
p: (415) 500-6810
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Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio