Estate tax

The estate planning landscape has changed significantly within this past year.  The Tax Cuts and Jobs Act has warranted entire overhauls of many families’ estate plans and has triggered planning for others.

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.

By: Richard S. Bernstein & Abraham M. Mora