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3 Reasons Why Now is the Time to Rethink Estate Planning
Posted by Elizabeth Lindsay-Ochoa on Tue, Apr 21, 2020 @ 03:24 PM

Even before the COVID-19 pandemic upended everyone’s plans for the year, 2020 looked like a good time to revisit estate plans. A federal election on the horizon brings the potential to change some of the estate tax reforms made by the law commonly known as the Tax Cuts and Job Acts (TCJA).

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Topics: estate planning, Elizabeth Lindsay-Ochoa, COVID19, Coronavirus, CARES Act, Coronavirus Aid, Relief, and Economic Security Act

Trust and Estate Income Tax Considerations After the Tax Cuts and Jobs Act of 2017
Posted by Elizabeth Lindsay-Ochoa on Wed, Sep 19, 2018 @ 05:40 PM

The tax law known as the Tax Cuts and Jobs Act (the TCJA) impacts income tax planning for trusts and estates, at least until Dec. 31, 2025 when many of the provisions are scheduled to expire.

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Topics: estate planning, estate tax, Tax Cuts and Jobs Act, estate income tax, trust income tax, Elizabeth Lindsay-Ochoa

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