Many people might have overlooked the long-term implications of the Tax Cuts and Jobs Act. This 2017 act, however, has marked a real change from previous estate tax planning towards lifetime planning.
There are major opportunities to mitigate estate tax liabilities by gifting wealth and assets outright to beneficiaries or giving them to a trust for the benefit of future generations. This is due to the increase in exemption amounts or GST gift and federal estate taxes.
These gifting opportunities present an annual chance to consult with an experienced estate planning lawyer about what is recommended in your case and how to use these strategies in what appears to be an ever-changing estate and tax planning environment. You deserve to have the input and advice provided by an attorney who remains competent and knowledgeable about all current issues in the estate planning realm.
January 15, 2019 |
Many people might have overlooked the long-term implications of the Tax Cuts and Jobs Act. This 2017 act, however, has marked a real change from ...
Learn MoreJanuary 10, 2019 |
Planning ahead for your future retirement and estate planning goals might lead you to question whose name is listed on the deeds to homes. Sometimes ...
Learn MoreJanuary 9, 2019 |
A power of attorney document enables someone else to make decisions on your behalf when he or she is installed as the agent. If you ...
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Two key individuals might be installed as part of the management of your estate plan either during life or after you pass away. These are ...
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You need to have three clear phases to the business succession planning process to ensure that you have considered all aspects and are as prepared ...
Learn MoreDecember 27, 2018 |
A conversation with an experienced estate planning lawyer will be much easier when you have your goals in mind before attending the meeting. Different people ...
Learn MoreDecember 19, 2018 |
In a sit-down conversation with an estate planning lawyer, you will want to have a sense of confidence and comfort in this person who will ...
Learn MoreDecember 18, 2018 |
Untangling all of the aspects of your estate can be daunting for you but it can be even worse for your loved ones. You may ...
Learn MoreDecember 17, 2018 |
Unfortunately, plenty of people have not carried out the process of putting together an estate plan, assuming that they don’t need one or following some ...
Learn MoreNovember 21, 2018 |
When your loved ones come home to help you deal with a significant medical crisis or even to help you wrap up your estate after ...
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