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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.

2019 Taxes: What You Need to Know

Posted by Lizette Sundvick | Nov 18, 2018 | 0 Comments

The IRS has released their tax rate schedules, tax tables and cost-of-living adjustments for 2019. This is the first year under the new Tax Cuts and Jobs Act, an overhaul that changes individual income tax rates, eliminated personal exemptions and doubled the standard deduction. This includes tax...

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“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.

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“Lizette sees the entire playing field and gets clients to see the same field. She interprets client goals well, even though the clients may not voice them adequately, if at all. We feel that she uses her extensive knowledge and tailors it for clients to make their situation better. We are exceedingly glad to have met her.”
- The Harris Family