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Blog Posts in May, 2019

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  • When to Update Your Estate Plan
    When to Update Your Estate Plan

    Estate planning isn't just for the rich and famous. Many people mistakenly think that they don't need an estate plan anymore because of the latest tax law changes. While it's true that the Tax Cuts ...

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  • Exploring the Cashless Movement in Retail
    Exploring the Cashless Movement in Retail

    Cash as a form of legal tender isn't yet as obsolete as 8-track tapes and VCRs. But it's definitely less popular with certain demographic groups than others. Only 30% of all retail transactions were ...

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  • The GST: Wealth that Skips a Generation
    The GST: Wealth that Skips a Generation

    Beneficial rules for the generation-skipping transfer (GST) tax are currently in force, which may allow you to pass on assets to future generations without a federal tax bill. GST Tax Basics When it ...

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