It is the beginning of a new year. We have just finished celebrating the holidays and we all received wonderful gifts to add to our already full homes. We look around and wonder where will we put everything. Then we must consider, will we spend more money to buy containers and shelves and storage units to store our ever-growing number of belongings? Continue reading
Monthly Archives: January 2018
Who Benefits From a Revocable Trust?
A revocable living trust can be a useful and practical estate planning tool for certain individuals. This type of trust is most commonly used to avoid probate because, unlike property that passes by will, trust assets are distributed directly to heirs. This type of trust is also used as a way to maintain management of one’s financial affairs during a period of incapacity because someone else can immediately take charge when needed. Continue reading
What You Need to Know About the New Tax Law
The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for 2018. Many individual tax provisions sunset and revert to pre-existing law after 2025; the corporate tax rates provision is made permanent. Comparisons below are generally for 2018. Continue reading
Dan Kuderer 