Why Estate Plans Are Worthless – Part I

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...

Show Me the Money: 2018 Gift Tax Exclusion Increased

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...

Taking Advantage of the Tax Cuts

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...

A New Focus on Transportation for Seniors

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...

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