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Not All Assets Are Inherited Equally

One day, your kids or grandkids will inherit what you leave behind. Or, you may be the one set to inherit from the older generation. In either case, understanding the different tax ramifications between various asset/account types will go a long way toward avoiding mistakes at the time of inheritance and hopefully set the stage for

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Summarizing the Tax Cuts and Jobs Act (TCJA)

Not exactly an easy task… summarizing the largest tax change in 30 years. Instead of an exhaustive list of changes, here are the items we feel are most applicable to our clients, in order of relevance. Where possible, we offer planning considerations.

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