Estate Planning

Opportunities in Estate Planning Under New Tax Law

by Richard S. Bernstein on Apr 6, 2018

Estate Planning

The Tax Cuts and Jobs Act has delivered significant estate planning opportunities, but many families have not taken advantage of these changes. Whether it’s the change in estate tax exposure, the generation skipping tax, or general long-term estate planning, anyone interested in transferring wealth should be aware of how the new tax bill affects estate planning.

Trump Tax Law Most Significant Reform since the Reagan Administration

by Richard S. Bernstein on Jan 26, 2018

Estate tax, Estate Planning

By: Richard S. Bernstein & Richard L. DeNapoli, J.D., LL.M., CFP

On December 22, 2017, President Trump signed into law the first significant reform of the US Tax Code since Ronald Reagan was in office. It will impact Americans far and wide, affecting how we make decisions on buying a home, health insurance, setting up a business, and even when to get a divorce. We highlight some of the major parts of the law here.

An Extraordinary Opportunity to Reform the Tax Code

by Richard S. Bernstein on Oct 27, 2017

Taxes, Estate Planning, Finance

On September 27, 2017, the Trump Administration, House Ways and Means Committee, and Senate Finance Committee released their unified framework for tax reform legislation.  The unified framework left a number of open issues such as the dividing lines for the different tax brackets and whether there will be a higher tax rate for the wealthiest taxpayers. 

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