Tags » Wealth Planning

By John Miles Ever since the White House produced the one-page memo on April 26, 2017 outlining President Trump’s tax plan, individuals have wondered if potential changes in the tax law will impact them.  To the wealthy, the stakes are high. (More)
By Liz Corder With summer vacation time just around the corner, here are a few quick things you can do before you pack your bags and hop on a plane to help ensure that you (and your estate plan) are prepared for whatever life may throw at you al (More)
Liz Corder wrote: Trumped Down Estate Taxes
By John Miles and Angela K. Santos Beginning in January 2017, President-elect Donald Trump and a Republican controlled Congress are positioned to shake up the federal tax system. What could Trump’s tax proposals mean for your estate plan? Cu (More)