Preservation | Family Wealth Protection & Planning


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Posts from December 2017.
December 28, 2017 at 10:15 AM

Calendar turning from 2017 to 2018Congress has passed the Tax Cuts and Jobs Act, a sweeping overhaul and reform of the federal tax code that takes effect Jan. 1, 2018. Below are several actions to consider taking before year-end that may reduce income taxes. In most cases, these suggestions apply to both individuals and trusts.

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By Keith Herman on December 20, 2017 at 1:12 PM

Clock and calendar, showing time passingAs the year draws to an end, now is a good time to review your existing tax situation and estate planning in general. More specifically, this is also a good time to look at your annual gifting strategies in order to avoid missing some important tax opportunities.

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By Garrett Reuter, Jr. on December 7, 2017 at 2:12 PM

Cast of Ferris Bueller sitting in the red Ferrari from the movieOne of the many memorable scenes from the movie classic “Ferris Bueller’s Day Off” takes place when Ferris and his friends drop off a Ferrari in a downtown Chicago parking garage. In the scene, Cameron doesn’t trust the car’s safety with the parking attendant, who says to them somewhat indignantly, “Relax … you fellas have nothing to worry about. I’m a professional.” The screen then cuts to the parking attendant and his buddy zooming off in the Ferrari as Ferris and the group go on their way.

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