Tax Cuts and Jobs Act of 2017

The Tax Cuts and Jobs Act of 2017 (“the Act”) was signed into law on December 22, 2017. Most of the changes introduced by the bill will go into effect on January 1, 2018 and will not affect 2017 taxes. The Act created significant changes to individual and business taxation, as well as opportunities for dynasty planning, discounted gifting and other asset protection strategies to shield assets for your beneficiaries. Read More

5 Reasons to Decant a Trust

Including trust decanting provisions in an irrevocable trust agreement or a revocable trust agreement that will become irrevocable at some time in the future is critical to the success and longevity of the trust. This will help to insure that the trust agreement has the flexibility necessary to avoid court intervention to fix a trust that no longer makes practical or economic sense. Read More