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Blog posts tagged with "estate"

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Why you may want to rethink your estate plan in 2018

March 5, 2018

The Tax Cuts and Jobs Act signed into law at the end of 2017 sets the estate tax exemption at $11.2 million per individual for 2018.

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Keywords: estate

New Year, New Numbers

By Tracy Wells, Investment Advisor Representative   |  January 12, 2018

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

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Keywords: contribution, estate, gift, ira, social security

Tax Cuts and Jobs Act Summary

December 22, 2017

The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Here's a look at some of the more important elements of the new law that have an impact on individuals.

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Keywords: deduction, estate, exemption, tax

The Power of Estate Planning Documents

By Jim Hess, CEO, CPA   |  July 3, 2017

My wife, Margaret Ann, and I are walking through the season of life where caring for parents has become a significant responsibility. While it has been a blessing to journey with our parents through their latter stages of life, it has also taught us

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Keywords: estate, estate planning, tax planning  |   4 comments