Tag: Wills

Explanation Letters

Writing a will or trust is strictly for legal tasks, such as naming your executor/trustee, beneficiaries of your property, and guardian for your children. As you think about your estate plan, you may find that you also want to:

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New Tax Law May Create Hidden Tax Traps and Other Unintended Consequences

It’s Time to Review Your Will and Estate Plan – When the Tax Cut and Jobs Act of 2017 was signed into law, the estate and gift tax exemption, which is the amount you can pass to your heirs estate tax free, was raised to $11.18 million per person ($22.36 million per couple), increasing annually with inflation. The good news is that because of this change, most people’s estates will now be estate tax-free.

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