Posts Tagged: beneficiaries

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What the New Tax Law Means for Your Estate Plan

Changes to the tax code can and often do impact estate planning because one of the major goals for most is to reduce or eliminate the taxable amount of the estate.¬†Passed at the tail end of 2017, the Tax Cuts and Jobs Act (otherwise referenced as the new tax law), is no different and there… Read more »

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Love & Estate Planning: A Match Made in the Perfect Playlist

Speaking of the most romantic holiday of the year, I’ve really LOVED writing the #PlanningForLove series in the lead up to Valentine’s Day this year. We’ve been able to cover some super important aspects of an estate plan and how, oddly enough, estate planning is one of the ultimate expressions of love. I have no… Read more »

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Love Super Bowl Sunday? Then You’ll Love Estate Planning!

Now through Valentine’s Day I’m highlighting how “gifting” an estate plan can show true love and commitment with the #PlanningForLove series. Of course, Valentine’s Day can be about celebrating many different types of love, not just romantic love. There’s adoration for your furry friend, love for your children, respect for yourself…but, it’s Super Bowl Sunday,… Read more »