Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as... [Read more...]
The Not-So Transparent Corporate Transparency Act
Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to... [Read more...]
What Happens When You Don’t Trust Your Trustee – Part I
Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as... [Read more...]
What You Need to Know About SECURE Act 2.0
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us... [Read more...]
Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Tis the Season for Giving
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
Planning for the International Client
As the world shrinks due to increased mobility and interconnectedness, estate planning has become more... [Read more...]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden... [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
Common Mistakes in Estate Planning – Part V
Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power... [Read more...]
Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death.... [Read more...]
