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January 2020 Archives

Estate planning for tax protection and savings

With the annual welcome of the new year, many Georgia residents take up resolutions. These often include getting fit, eating better, writing a novel or taking care of important preparatory details. Estate planning is one important thing that many Americans delay repeatedly. Unfortunately, this can complicate the process later on. That's why putting an estate plan in place is a great 2020 New Year's resolution.

The SECURE Act and estate planning changes

With the estate tax exemption at $11.4 million for individuals and twice that for married couples, the Tax Policy Center estimated that fewer than 2,000 estates in 2018 did not receive this exemption. This change means that the concern for affluent families in Georgia has shifted to other tax-related estate issues. In particular, the SECURE Act means there are a number of different strategies that should be considered for 2020.

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Duluth, GA 30097

Phone: 678-926-9284
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