SECURE Act Key Points

2020-01-29T14:23:13-08:00Categories: Blog, Follow Us, Knowledge Center, Learn|Tags: , , , , , |

Dear Clients,

 

With the recent legislative changes we wanted to keep you well informed.  Please feel free to contact us should you have any questions.

 

SECURE Act Key Points

Happy New Year! 2019 was a fantastic year here at WFA, for both the stock and bond markets and most importantly for our clients’ portfolios! On December 20, 2019 […]

The Real (and Often Overlooked) Estate Planning Issues

2019-12-13T09:46:28-08:00Categories: TRO Newsletters|Tags: , , , |

 

TRO Newsletter, August, 2018 

 

The Real (and Often Overlooked) Estate Planning Issues

 

What is your primary goal with estate planning? When asked, you may answer with this: “To pay as little tax as possible.” After the Tax Cuts and Jobs Act of 2017, less than 1 in 10,000 decedents’ estates, or 0.0001%, will owe federal estate taxes. […]