Taxpayers are frequently surprised when their filing status changes due to a life event such as marriage, divorce, separation or the death of a spouse. These occasions bring on a host of emotions, but the last thing most people think about are the tax ramifications. But tax complications are real, and can be complex. Here …
Life Events
Is Your Will Up To Date? How About Your Trust?
When was the last time you or your attorney updated your will or trust? When did you last spend the time to even review those important documents? If it was before the passage of the 2017 tax reform legislation, or the Tax Cuts and Jobs Act (TCJA), your documents may be out of date. A …
