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Is Your Estate Plan as Stale as Last Week’s Turkey Sandwich?
[ut_two_thirds] 5 Reasons to Update Your Estate Plan Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce...
The Tax Cuts and Jobs Act – What did not change
What did not change? The new Act encompasses many new and updated provisions including the new code §199A, addressing the taxation of income generated from pass through entities. However, the followings are sections that were unchanged: No Change to Capital Gains...
Keeping Control with a REVOCABLE LIVING TRUST
Revocable Living Trust There are several different kinds of trusts. An irrevocable trust is frequently used in tax planning. After it has been set up, you usually cannot change it or remove assets that have been transferred into it. A testamentary trust is created...