02/02/2018
SFGH Tax Newsletter: Tax Act Creates Major Estate and Gift Tax Opportunities
The 2017 Tax Act will affect every aspect of your financial planning. This newsletter discusses the impact of the Act on your estate and gift planning. We explain how your estate may now entirely avoid estate taxes; how you may reduce income taxes for yourself, your trusts, your beneficiaries; how best to save for the education of your children and grandchildren; and how due to the new Act the wrong people might benefit from your estate and how to avoid that. In future newsletters we will explain the new opportunities and pitfalls for income taxes, for investments, and for business operations.