The new tax bill has been signed into effect and all Americans are impacted no matter their tax bracket. We want everyone to be up to date with these changes. Learn about the tax reform and how these changes will impact your taxes this coming year.
With 2017 behind us, and many changes to our new tax codes, there are several major, compelling updates to share from the estate planning world. As we leap into a new year, here are five hot estate planning topics to know for 2018
Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, an estimated $30 trillion will be passed to Millennials — from their aging parents and grandparents throughout the U.S., Canada and the UK.
With the holiday season in full swing and tax time on the horizon, this is a great time to think about updating your estate plan. Estate planning this holiday season can serve as a true gift to your loved ones that will truly have lasting impact for years to come.
As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; “can I prepare my own estate plan?” As you consider your planning options, here are a few essential pitfalls when it c