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.
Estate planning is an often overlooked element of financial wellness. Over half of Americans – 56% in fact – do not have an up-to-date estate plan. As people are setting New Year’s Resolutions to get fit in 2018, remember to include your financial health in that plan as well.
Listen to our managing shareholder, Shawn Menashe, speak on Portland Business Journals "Thought Leadership" podcast. He reflects on Gevurtz's past 40 years, how the law firm came to be, and what he is most proud of.