Beyond the Numbers

3 reasons to consider a living trust

Everyone should have legal instructions to leave behind in the event of their death. For most people that means having a will, but some people should consider having a living trust. A will is a piece of paper that tells a court what to do with your assets, while a living trust is a legal…

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Reduce your property taxes

With the passage of the Tax Cuts and Jobs Act, deductions of state, local and property taxes are not worth as much as they used to be. Beginning in 2018, taxpayers are limited to a total of $10,000 in combined state income, sales and property taxes as an itemized deduction. One way you can try…

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