If you are like many families in the San Francisco Bay Area, the 2017 Tax Cuts and Jobs Act has created an emotional roller coaster. And you wonder what to do.
After initial thoughts of relief, you realize that the estate tax exemption rollback in 2026 may devastate your estate plans. You have questions. How much estate taxes will I need to provide for? Where will the money come from? Does more life insurance make sense? Is there a way to reduce or avoid this tax? How can I spend more time living life and not worry about my money?