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May 2018 Newsletter

Welcome to the May issue of our newsletter, “About Your Money.” This month we continue to address recent changes to the tax code. I encourage you to take the quiz on Social Security Benefits. And, if you have children or grandchildren nearing college age, I encourage you to read “The College Landscape after Tax Reform.”

Following is a complete list of articles this month:

  • Settling an Estate: Executors Inherit Important Title
  • Quiz: Can You Answer These Social Security Benefit Questions?
  • The College Landscape After Tax Reform
  • What are the gift and estate tax rules after tax reform?
  • How has tax reform affected the generation-skipping transfer tax?

Please feel free to contact our office if you would like to discuss how any of these issues affect you and your money.

May 2018 Newsletter.pdf

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