After Tax Reform, Is Estate Planning Still Necessary?

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes in 2018, according to estimates from the nonpartisan congressional Joint Committee on Taxation.…

When Life Doesn’t Cooperate: Preserving Your Legacy Amid a Health Crisis

Preserving Legacy is an important moving piece to your estate planning. It’s the news no one wants to hear. Uncomfortable though it may be, imagine for a moment that your doctor has just diagnosed you with a serious or debilitating medical illness, or told you that your current condition is taking a turn for the…