Wills, Trusts & Estates

View Original

Mr. Berger interviewed on “Swim with Jim”

Interview with Jim Ludwick, Certified Financial Planner

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.