Will Estate Law Tax Change?
A window of opportunity was opened for estate strategies as part of the 2017 Tax Cuts & Jobs Act. However, that window will shut in less than three years unless Congress decides to act and extend the current rules.
Retirement Rules Approved By Lawmakers
In the final days of 2022, our nation’s
lawmakers came together and approved a slate of changes designed to help Americans save more for retirement.
Contribution Limits For 2023
Not much good can come from a period of high inflation.
However, if you had to search for a silver lining, it is that the Internal Revenue Service in late 2022 announced historic increases in the contribution limits for retirement plans.1
WRITING YOUR LETTER OF INSTRUCTION
One of the most overlooked documents when creating an estate strategy—yet the ideal document to convey intimate details about your affairs to heirs—is a letter of instruction.
