For individuals considering their financial legacy, several provisions of the Tax Cuts and Jobs Act (TCJA) unlock new estate planning and gifting opportunities. Under the TCJA, the maximum federal estate…
Days Numbered for Common Estate Planning Technique
Regulations that would restrict the use of a common estate planning technique are moving through the approval process in Washington, D.C. The U.S. Treasury Department and IRS earlier this month…
Why You Can’t Afford to Ignore Estate Planning
Mention estate planning to the average individual and you will likely hear one of these common refrains: “I’m too young to think about this.” “I don’t have enough assets to…