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    Home / Archives for family

    Turning the Page on 2018 and Looking Forward to 2019

    January 1, 2019 by Brandon McGee

    As we turn the page and bid farewell to 2018, we look forward to 2019. This article summarizes the major changes for 2019, both in the tax area and in other areas. Read on to learn more. Turning the Page on 2018 and Looking Forward to 2019 … [Read more...] about Turning the Page on 2018 and Looking Forward to 2019

    Filed Under: Estate Planning, Legal Education Tagged With: adjustments, Aid and Attendance, clawback, family, holiday, New Year’s

    New Year’s Greetings

    January 2, 2018 by Brandon McGee

    Congress passed a new tax law just before leaving for the holidays. The new law temporarily doubles the estate, gift, and GST exemption. The law increases the standard deduction and limits deductions for state and local taxes. Read the article to find out more about the new law and how it will impact you. New Year’s Greetings … [Read more...] about New Year’s Greetings

    Filed Under: Estate Planning, Legal Education Tagged With: charitable IRA rollover, exclusion, exemption, family, GST, holiday, new tax law, New Year’s, tax cuts and jobs act

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    TESTIMONIALS

    -Rebecca Javins
    Client Review
    September 2, 2020
        

    I am so glad I was fortunate enough to be referred to Brandon McGee. He listened to my needs and developed an estate plan that is comprehensive and addresses all my needs and concerns. I highly recommend him and his firm. I sleep much better now knowing everything is in place.

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    -Rebecca Javins

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