As we enter a new year, it's the perfect time to revisit your estate planning strategies to ensure they align with current laws and your long-term goals. With potential tax and legal changes on the horizon, staying informed and proactive will help you make the most of available opportunities and ...

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.