News & Insights

Planning Newsletter – Apr 2018

by Financial Alternatives on 4/25/2018

  • The amount you can pass without owing estate taxes essentially doubled as of January 1st thanks to the recently passed Tax Cuts and Jobs Act of 2017.
  • This estate tax provision will expire at the end of 2025.
  • Estate plans based on prior tax law should be re-evaluated to ensure your intentions match the current law.
  • Older estate plans may ultimately cost your beneficiaries more in taxes and/or unnecessary recordkeeping requirements.

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Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice.