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Changes In Tax Laws And Their Impact On Estate Planning

The 2017 Tax Cut and Jobs Act (TCJA), commonly referred to as the “Trump Tax Cuts,” made significant changes not only to income taxes, but to estate taxes as well.  Many of these changes may impact your estate plan, and could warrant a review of existing documents, or even the development of a new plan Read More

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Preserving Your Case: Preparing And Retaining Evidence

Most people are familiar with the phrase “it’s not what you know, it’s what you can prove.” Unfortunately, this phrase is too rarely put to practice by small businesses and individuals engaged in business.  In every consultation one of the first questions I ask clients, after they have shared their facts with me, is what Read More

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