Estate Tax Planning Tips for Married Couples

For married people with large estates, the Tax Cuts and Jobs Act (TCJA) brings welcome relief from federal estate and gift taxes, as well as the generation-skipping transfer (GST) tax. […]
Make a Plan to Safely Store Estate Planning Documents

It’s important to create an estate plan so your loved ones will know your wishes regarding your wealth and other issues. The first step is to work with your advisors […]