For many years, 529 college savings plans have offered a tax-favored way to save for higher education.
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.
The Tax Cuts and Jobs Act of 2017 increased the federal estate tax exemption to $11.18 million for 2018. That’s per person, so the combined exemption for a married couple
can be as much as $22,360,000 worth of assets this year.
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.