Update on Estate and Income Taxes in Maryland

Update on Estate and Income Taxes in Maryland

Steven Berger was a recent guest on “Swim with Jim” and asked questions on:

How do attorneys plan of income taxes in estates?
How the “Tax Cut and Jobs Act” will affect estate planning?
What I expect to happen with Maryland Estate and Income taxes?
What opportunities do I see right now?

I updated Jim and his viewers on this items and also mentioned that “ABLE” accounts are now available in Maryland for those whose disability arose before the age of 26.

Here is the link to interview with Jim Ludwick, Certified Financial Planner:

MAINSTREET’S SWIM WITH JIM EP 18 – Estate Planning