by cdees | Mar 22, 2018 | Blog
I hate to tell you this, but your estate plan may be worthless. So many times, I have had clients sign their documents and declare “I’m so glad that is done” or “I can sleep now” or “Hopefully, my children will stop pestering me...
by cdees | Mar 21, 2018 | Blog
As a result of the recent tax act, Congress effectively doubled the gift and estate tax exemptions. In carrying out that law, the IRS recently increased the gift, estate and generation-skipping transfer tax exemptions to $11,180,000 per person. That means that an...
by cdees | Jan 12, 2018 | Blog
The new tax cuts were passed so quickly and with so little debate, that it is not yet clear to experts. However, there are a few things that are clear enough that people can plan to take advantage of them. The tax reform bill that President Trump recently signed into...
by cdees | Jan 10, 2018 | Blog
Once the elderly stop driving, they need a new mode of transportation and that may be ridesharing. New companies are working toward finding a solution to the problem of the elderly needing transportation, when they no longer drive their own cars, according to Politico...