Now that tax season is over. Take a moment to ask yourself if your Estate plan needs to be reviewed. Many individuals and families are finding they may need to check in with their financial planner and attorney to understand how the new tax law may impact their estate plan.
An Estate plan, just like a piece of real estate, needs periodic maintenance and care to make sure it’s in good shape when you need it most.
Provisions in the newly passed GOP tax plan mean it’s time to review a handful of key areas in your estate plan. Below are five areas you should pay attention:Read More