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What To Do If Your Kid Won’t Sign A Prenuptial Agreement

April 17th, 2025

Originally posted on Forbes.com   The ‘Talk’ You had the “talk” with your young adult child about getting a prenuptial agreement.   The divorce rate is often suggested to be […]

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How To Avoid Estate Planning’s Biggest Mistake

April 11th, 2025

Originally posted on Forbes.com   It’s Not Just About a Will, Trust or Other Document   One of the biggest mistakes people make with estate planning is to assume that […]

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Estate Tax Repeal – Could It Be Real?

March 2nd, 2025

Originally posted on Forbes.com   Introduction   U.S. Rep. Randy Feenstra (R-IA) introduced a bill called the Death Tax Repeal Act on February 13, 2025, with more than 170 representatives […]

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Is Solving the Reciprocal Trust Issue Jumping from the Frying Pan into the Fire?

January 27th, 2025

This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3174.   “The risk of a reciprocal trust doctrine attack on a non-reciprocal trust doctrine plan is always a […]

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Martin Luther King Jr. Day 2025 – Do More than Observe It

January 26th, 2025

Martin Luther King Jr. Day is observed on Monday, January 20, 2025. Wikipedia explains this day as follows: “King was the chief spokesperson for nonviolent activism in the Civil Rights Movement, which […]

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Corporate Transparency Act Filing Requirements Reinstated: Act Now

January 2nd, 2025

Originally posted on Forbes.com   Overview   The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13, 2025 instead of the […]

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Post-Election – A New View of Estate Planning

November 20th, 2024

This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3159.   A Trump victory suggests that it is unlikely that significant new taxes will be imposed on the […]

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Trump Presidency: Yes, Estate Planning Is Still Important

November 18th, 2024

Originally posted on Forbes.com   President Trump’s Victory Means Estate Planning Changes, Not That it Should Be Ignored   With President Trump’s victory, and Republican control of the Senate and […]

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Step-Transaction and Reciprocal Trust Doctrines: Planning Before 2026, or Earlier if Laws Change

October 31st, 2024

Originally posted in NAEPC Journal of Estate and Tax Planning.   Many tax hurdles can undermine intended planning. This can be especially nettlesome if planning has to be done quickly. […]

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My Trainer Thinks All His Mom Needs Is A Simple Will

October 29th, 2024

Originally posted on Forbes.com   Introduction   So, I joined a new gym and am working with a personal trainer. During any workout trainers and clients always shoot the breeze […]

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