Gifting is often used as an estate planning tool. [...]
The first quarter of 2018 has been a rocky one, with volatility surging to levels not seen in several years, and investors awakened from the low-volatility environment of 2017. Read economic analysis from Stewardship Financial Advisors.
The Tax Cuts and Jobs Act of 2017 was a landmark decision with implications for all taxpayers beginning in 2018. With the most significant changes since 1986, the law generally reduces income tax rates for the vast majority of Americans. This article breaks down the major tax changes taxpayers should plan for in 2018.
Will my family have to pay estate tax when I die? This is an extremely common question that we are asked. The last thing you want your loved ones to have to worry about when you die is paying taxes on anything you have left to them.