The Real (and Often Overlooked) Estate Planning Issues

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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. […]

6 Reasons you should consider a trust

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6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]

Savvy Ways to Take Withdrawals from College Accounts By Chana Schoenberger of the Wall Street Journal

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Savvy Ways to Take Withdrawals from College Accounts

How not to run afoul of the rules when using tax-advantaged accounts

When it’s time for making withdrawals to pay for college, a 529 plan or Coverdell account works

Chana R. Schoenberger of the Wall Street Journal

Jan. 7, 2018 10:14 p.m. ET

We again asked experts to help address readers’ questions […]

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