• Tax Cuts and Jobs Act

    Posted:

    House Republicans released their proposed overhaul of the U.S. Tax Code last week. One of the more controversial aspects of the Bill known as the Tax Cuts and Jobs Act is the repeal of both the federal estate tax and the federal generation skipping tax. Read more here...

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  • What are Revocable Living Trusts?

    Posted:

    A “Revocable Living Trust” is a trust established by a trust agreement that is revocable by the Grantor and created while the Grantor is living. (A “Grantor” is a person who establishes a trust.) Read more about Revocable Living Trusts here...

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  • What is Probate?

    Posted:

    Probate is a court supervised process that makes sure a decedent’s bills are paid appropriately, assets are inventoried and distributions are properly made. Read more about it here...

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  • What is "Portability"?

    Posted:

    A portability election is a useful tool that allows estates of married taxpayers to pass along (i.e. “port” or "transfer") the unused portion of a decedent’s estate tax exemption amount to a surviving spouse. Read more here...

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