The Tax Cuts and Jobs Act of 2017 was the most pervasive tax legislation signed into law since the Tax Reform Act of 1986. What led up to that moment? In an easily accessible two-page timeline, we explore 220 years of groundbreaking estate tax history.
Parents, are you wondering if now is the right time to tell your children about their expected inheritance? Watch this video to learn attorney and estate planning authority Patricia Annino’s recommendation.
In this ever-changing tax environment, preserving flexibility should be a key component of any estate plan. Read this article to understand how traditional estate planning strategies can still provide a simple yet flexible way to protect and preserve assets for future generations.
While interest rates have increased recently — and will likely continue to rise — they are still near historic lows. Discover why now may be an opportune time to review your estate plans.
The ability to execute or update a will without having to visit to your attorney’s office is happening sooner than you think. Discover new digital advances that could change the way you do estate planning.
Estate planning for larger estates (typically above $10 million for a married couple) generally includes various key components. Read this article featuring CPA Robert Keebler to learn more.
Blended families have a unique advantage when it comes to estate planning. To learn why the experience of becoming a blended family makes it easier to have discussions about planning, read this article featuring attorney Patricia Annino.
