Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Impacts of the Tax Cut and Jobs Act Now Beginning to Affect Estate Planning

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 previous estate tax planning towards lifetime planning.

Businessman Hand with usd dollar money

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.

The start of a new year is a great opportunity to reconnect with your estate planning lawyer and to discuss how changes in your estate planning can have positive impacts not just for you in the short term, but also for your loved ones and beneficiaries over the course of a long run. An estate planning lawyer is there to advise you as plans and goals change over the course of your life and to keep your estate plan updated and in line with those needs.     


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more