Trusts & Estates Update News

Trust & Estates Update – Spring 2020

COVID-19 Introduces New Challenges – and Some Opportunities: The COVID-19 pandemic introduced many financial and economic challenges for individuals and families at all income and asset levels.  Deep uncertainty makes careful planning and document management more essential than ever.  At the same time, the still-transforming legal and regulatory landscape may provide new possibilities for strategic planning. This update contains short summaries of changes in the law, tips on best practices, and overviews of potential tax saving strategies.

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Cathleen Bahan Consulting

Trusts & Estates Update – Spring 2019

With the onset of the 2018 tax season, the impact of the Tax Cuts and Jobs Act (Pub. L. No. 115-97) (“TCJA”), passed quickly at the end of 2017 is becoming more apparent. One year after the enactment of the new law, its wide-ranging effects on both individuals and companies are coming more clearly into […]

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Cathleen Bahan Consulting

Trusts & Estates Update – Spring 2018

As spring makes its slow, but eventual, arrival, it is a perfect time to evaluate your current state of affairs in light off your future goals and aspirations. Estate planning  is an integral part of financial planning that prepares you and your family for an uncertain future in the context of your wishes for your […]

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Cathleen Bahan Consulting

December 2016 Trusts & Estates Update

As one year closes and another begins, it is useful to evaluate your current state of affairs in light of your future goals and aspirations. Estate planning is an integral part of financial planning that prepares you and your family for an uncertain future in the context of your wishes for your legacy. Click here […]

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Cathleen Bahan Consulting

March 2016 Trusts & Estates Update

As one year has closed and another begun, it can be very useful to evaluate your current state of affairs in light of your goals and aspirations for the future. Estate planning is an integral part of financial planning that can prepare you and your family for an uncertain future in the context of your […]

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Cathleen Bahan Consulting

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