Tag Archives: sale of home

Sudden Death

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I have had the opportunity to serve as trustee for a fair number of clients.  Some of them, those that have substantial assets, often arrange for our services long before anyone has passed away.  In these cases, we may (often) be involved in the construction of the trust and the goals of the trust when the principal has passed.

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Personal Taxes, from 2018 until 2026

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This is a continuation of our discussion of the final versions of the House and Senate Tax Cuts and Jobs Act (sic) bill. Those are now the law of the land, PL 115-97.

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