With every new Presidential administration comes new policy priorities, few more anticipated (for good or ill) than tax policy. Major tax legislation passed in the last administration doubled the exclusion from federal estate tax from $5 million adjusted for inflation ($5.49 million per individual in 2017) to $10 million adjusted for inflation ($11.7 million per
Latest Post
More Posts
Retirement Plan Beneficiary Designations: The Secure Act of 2019
Be Careful Out There! – Fraud Threats via Phone and Email
What happens to Great Aunt Edna’s Snap Account?: Estate Planning for Digital Assets
Where there’s a Will . . . You still need to check those beneficiary designations.
The Power of Durable General Powers of Attorney – An Essential Estate Planning Tool for Dealers
Subscribe: Subscribe via RSS
Firm/Org