Is it time to update my Estate Plan? by Robin A. Lloyd, Sr., J.D.
Although many of you have been lulled into a sense of security with the new tax act, it could create problems for you. If you live past 2025, or if a Democrat gets elected president the exemption may be reduced. Either way if your Estate Plan is several years old your spouse may inherit an estate totally in an irrevocable Trust. This may not be what you wanted. #TuesdayTip