Tag: family split dollar

How to Have your Cake and Eat it Too

Grandparents sharing cake with grandchild

The recent tax reform has left some people wondering whether estate planning is still necessary. It is (we discuss this in detail here). If you die after 2026, the estate tax exemption goes back to 2017 limits (around $5 million or so).  Above that, your children will see 40% of your wealth go to the federal… Read more »