While most of the conversation about tax reform has focused on the income tax implications for individuals and businesses, another notable change happened with the estate tax exemption. As part of the Tax Cuts and Jobs Act, the estate tax exemption doubled from $5 million to $10 million for individuals and $10 million to $20 million for married couples with portability. Adjusted for inflation, the exemption for 2018 will be...
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International equities are a crucial part of a diversified portfolio. However, since the Global Financial Crisis of 2007-2009, the U.S. market has outperformed international markets by a wide margin, wide enough that you may have heard people question the merits of investing in foreign markets altogether. Consider the following table and observations: (more…)...
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By Nick Montague of Montague Law P.C., L.L.O.
We have all heard the statistics: Half of all marriages end in divorce. While the actual number of marriages that end in divorce is hard to pinpoint, the generally accepted fact is that happily ever after is not always a guarantee. Frequently the clients we counsel are concerned that the once blossoming relationship of their son or daughter-in-law could be headed for... Read More