
Beginning in 2018, the lifetime estate and gift tax exclusion (which is indexed for inflation) are projected to rise to $5,600,000 from $5.49 Million during 2017. This is the limit on tax-free transfers during life or at death. This means … Read More
Ugly December Market Performance May Give Way to Upside
If history is any guide, it’s possible that longer-term performance may improve. We certainly hope so. While the markets have bounced back with a big upward move over the last 2 days, results through the Christmas Eve were as bad … Read More