January 17, 2018

There is a new tax law that became effective January 1, 2018, that may affect your estate plan. Although the estate tax was not repealed in the final bill as some had hoped, there are a few significant changes.  

Among those are a doubling of the estate and gift ta...

One of the common misconceptions about estate planning is that it is limited to wills, trusts and other documents that go into effect after death.  However, making gifts while you are still alive can reduce your overall estate value for tax purposes, as well as distrib...

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