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.