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Tax Reform Presents Historic Estate Planning Opportunities


The recently-passed Tax Cuts and Jobs Act (the Act) provides taxpayers with historic estate planning opportunities. The Act, which became effective on January 1, 2018, grants record high exemption amounts and other advantages for a limited time until December 31, 2025. The Act may also have unintended consequences on existing wills and trusts. Individuals and » Read More

 

Benefits of Having a Living Trust


Dealing with a family member’s death is difficult enough without the added pressure of complex and burdensome court proceedings. Once a person becomes incapacitated or passes away, their assets and estates must be distributed to their rightfully named recipients. If a living trust is created beforehand, this process can be far easier for all involved. » Read More