There have been recent changes in the estate tax laws that may affect your current estate plan. I share those details in the post that follows and also provide you with some recommendations to bring your estate plan up to date.
Talking to loved ones about estate planning is a difficult conversation because people do not like to talk about death.
The Tax Cuts and Jobs Act of 2017 ("Act"), effective as of January 1, 2018, includes significant changes that affect estate planning.
This is a question I hear frequently from individuals seeking to pass property to their heirs and avoid probate, which can be a lengthy and expensive process.