By Natalie Roberts, J.D., LL.M. in Taxation On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act).
MYTH! Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits.
In December 2017, the “Tax Cuts and Jobs Act” was enacted. This new tax law changed the income tax calculations for almost all taxpayers, meaning calculations for quarterly estimated tax payments also changed.
How long has it been since your clients have reviewed their existing life insurance policies? Trust officers, financial advisors, and CPAs should audit their clients’
Anyone who has children can tell you: they change everything in your life. Your estate plan will need to be updated. Once a child comes