The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of the tax code that alters federal law affecting individuals, businesses and estates. Focusing specifically on estate tax law, the TCJA doesn’t repeal the federal gift and estate tax. It does, however, temporarily double the combined gift and estate tax exemption and […]

Planning your estate around gifts of specific assets is risky and, in most cases, should be avoided. If you leave specific assets – such as a home, a car or stock – to specific beneficiaries, you could end up disinheriting someone else.

Too often, however, people lend money to family members with little planning or regard for potential unintended consequences. Rash lending decisions can lead to misunderstandings, hurt feelings, conflicts among family members and false expectations.

Jennifer Wilkerson was interviewed about estate planning in April 2017, on KNCO radio. Thanks to show host Seth Leishman, CPA, CFP®, Senior Financial Advisor of Ostrofe Financial Consultants, Grass Valley.