Steve Teaches CE Class – “The Tax Cut & Jobs Act of 2017”

Estate Planning attorney, Steven Andrew Jackson, will teach a one hour Continuing Education class on “The Tax Cut & Jobs Act of 2017.”   Date: Wednesday, May 2, 2018 Time: 8:00 am to 9:00 am Location: The Biltmore Building, One North Pack Square, in downtown Asheville CE Credit: The class is approved for one hour Continuing Education by... [Read More]

The 100th Year Anniversary of Federal Estate Tax

September 8, 2016 will mark the 100th anniversary of the Federal Estate Tax. The Federal Tax taxes your assets when you pass on and they move from one generation to the next. There is no tax under the exemption amount, but once you get above that amount, there is a Federal Estate Tax. In the... [Read More]

Estate Planning With A Volatile Market

Volatile swings in the Stock Market have a tendency to freeze many of us. There is a sense of a lack of control, concern for the future, and for some – outright fear. We know historically that the Stock Market moves up and down and that when it is down it is a good time... [Read More]

What We Really Fear in Our Estate Plan

Many clients come into the office concerned more about the delay, costs and publicity of Probate Court, or potential tax issues. But as they start to open up about their real concerns about leaving inheritance, the concerns are about what if they become mentally disabled? What if their spouse remarries – will their assets go... [Read More]

Obamacare back before the US Supreme Court

On Wednesday, March 4, 2015, the US Supreme Court heard arguments on the legality of this controversial law.  The legal challenges include that the federal government is requiring states to take certain actions that maybe unconstitutional for the federal government to require. Under this law those who choose to self-insure themselves due to high insurance... [Read More]

The Able Act

Congress passed The Able Act. It was to be a much ballyhooed law that would allow a special needs or challenged individual to own assets in their own name and still become eligible for Medicaid Assistance for special care living and related expenses. Unfortunately the law did not turn out as anticipated. What the law... [Read More]

President Wants to Raise Taxes

President Obama is seeking to raise Capital Gains Taxes again. Capital Gains Taxes were raised during his first term in office. The President says that the Capital Gains Tax only affects the “wealthy”. Capital Gains Taxes affects anyone who might ever own their own home, whether it is a house, condominium, or land. Further, it... [Read More]

Accountants figuring out Obamacare

Accountants tell me they are still scratching their heads and still trying to figure out the taxes that are inside the Obamacare legislation. The reason the Obamacare law was upheld by the US Supreme Court was that it was as Chef Justice Roberts said, a “Tax Bill”. Congress has the authority to raise taxes. Unfortunately... [Read More]

Steve Teaches Class

Attorney Steven Andrew Jackson will teach a Continuing Education Class to professionals titled “Can You Trust Your Trust?” on Wednesday, June 4, 2014 at 8:00 a.m. The class will show where hidden bombs are in Estate Plans that clients are unaware of that may cause unnecessary expense and loss of control to the client and... [Read More]