estate tax

How Will I Know?

How Will I Know?

The Tax Cuts and Jobs Act of 2017 doubles the estate tax “unified credit” to $11.2 million per person for 2018. This should cut the number of estates filing returns to less than 4,000 per year. But careful planning is still in order to make sure your legacy goes where you want it going. So call us when you’re ready to plan, and let’s make beautiful (financial) music together!

NFL Playoffs: Blue States Versus Red

NFL Playoffs: Blue States Versus Red

Now, if you’re like most people, you’re wondering why we’re polluting your NFL news with red state and blue state political references. You wouldn’t think politics matter on the gridiron! Unfortunately they do, now even more than before, thanks to the Tax Cuts and Jobs Act of 2017.

Game Plan for the 70-Somethings and Beyond

While it’s likely you no longer want to be spending time managing money as it’s time to “leave for vacation”, there are a few things to keep in mind in your seventies and beyond.