May 7th, 2023
Originally posted on Forbes.com The What Doctrine? While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might […]
April 27th, 2023
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3209. President Biden has issued his budget on March 9, 2023, the “General Explanations of the […]
April 13th, 2023
Originally posted on Forbes.com Introduction Estate planning is primarily about the transmission of wealth. However, it should be about much more. Many people don’t want to delve into […]
April 3rd, 2023
Originally posted on Forbes.com Everyone age 18 and over should have a health care proxy document signed (think kids off to college, and yourself, not just an elderly parent). […]
March 23rd, 2023
Originally posted on Forbes.com We lawyers love fancy names and acronyms. It keeps the estate planning process mythical and a bit veiled. Reality is, many of the fancy names […]
March 20th, 2023
Originally posted on Forbes.com Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The […]
March 15th, 2023
Date and Time: March 16, 2023 4-5:00 pm ET Register Here Course Description: State income taxes can be onerous. Rates can reach 14%+ and the effects of a high state […]
March 13th, 2023
Originally posted on Forbes.com Introduction A recent federal law, the Corporate Transparency Act (not so affectionately called by the acronym “CTA”) may have a significant and perhaps disturbing […]
March 13th, 2023
Originally posted on Trustsandestates.com Attempting to address all the planning concerns of married couples can be difficult, but there are added complexities, considerations and risks when the parties have been […]
February 14th, 2023
Originally posted on Forbes.com Introduction Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor […]