February 2018

Mindful But Not Alarmed - By Jerry Black

Here at Legacy Planning Group, we are mindful but not alarmed. Market volatility is par for the course and there have been certain media exploitations of the data of what has transpired in the markets over these past few days. Yesterday the DOW (which represents only 35 stocks) was down 1100+/- points, or roughly 4% of the value.

Perspective on Estate Planning - By Chris Cushman

When you talk about your life’s final wishes and the plan for your estate the conversation usually focuses on what documents (wills, trusts, powers of attorney) are ideal to pass assets to kids. Our lives are busy and we need to get some things in order so we can check one more thing off our list.

Tax Reform - By Peter Geckeler

As most of us were getting ready to celebrate Christmas, President Trump was signing into law the Tax Cuts and Jobs Act, or TCJA – a sweeping tax reform. Due to the length & complexity of the new law, we have received a lot of questions here at Legacy in January. Most articles that I have read go into depth about the changes for individuals, corporations, trusts, and estates.

Reflections - By Jerry Black

Reflections, there are all kinds of them. Most people never see them because you usually have to look for them to see them. I see them a lot because I like to see them. They are unusual.

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