Did The New Tax Act Affect Your Estate Plan?

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Offered by Dolan & Associates, P.C. In December, Congress passed the Tax Cuts and Jobs Act which made significant tax law changes. The changes to the death tax in the Act will not affect most Americans. The Act increases the exemption from paying estate tax to $11.2 million per individual. Any amount over the exemption… Read more »

Talking to Your Heirs About Your Estate Plan

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They should not be left ill-informed or unaware Offered by T. Lloyd Worth, Worth Financial Partners Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and… Read more »

But, They Told Me How to Do It on TV!

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Offered by Dolan & Associates, P.C. Estate planning can be a confusing subject. Its blend of tax mystery, probate formalities, dealing with disability and numerous different types of documents can be overwhelming for people considering addressing the subject. It is only human nature for us to look for an easy solution or a quick fix…. Read more »