Close X

Read Our Blog

Minimizing Taxes and Maximizing Your Legacy in 2019

Posted by Lizette Sundvick | May 01, 2019 | 0 Comments

For those of us who didn’t extend our tax deadline, our 2018 taxes are done. Whew! By now, we have seen the impact the 2017 Tax Cuts and Jobs Act (TCJA) had on our 2018 tax liabilities. With the second quarter of 2019 already underway, it’s prime time to review your Estate Plan to address and resolve any tax liabilities you faced this last tax season and plan thoughtfully for the rest of 2019. Let’s review what you should be aware of and plan for in 2019.

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Proud Member of: