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Recission: Considerations and Applications for Planning in 2021

September 30th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2909. The Federal Legislature is currently debating an additional $3.5 trillion reconciliation-based social funding plan, the […]

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Webinar: House Estate Tax Proposal Requires Immediate Action

September 30th, 2021

The webinar, which will take place on Thursday, September 30th, 2021, at 4pm Eastern Time can be registered for here. The House Democrats are proposing a $3.5 trillion spending plan. […]

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House Estate Tax Proposal Requires Immediate Action

September 23rd, 2021

Originally posted on Forbes.com Recent Proposal The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion […]

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Financial And Estate Planning Steps To Take Now: Special Considerations For Those With Brain Disease

September 19th, 2021

Originally posted on Forbes.com   Introduction:   Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, […]

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How To Use Exemption Now: Checklist For Spousal Lifetime Access Trusts (SLATs)

September 15th, 2021

Originally posted on Forbes.com   Reality Check: With the coronavirus spreading, the stock market crashing and the evening news instilling fear, its really hard to think about estate planning. True. […]

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Power Of Attorney: An Essential Legal Document You May Have To Prepare Yourself

September 14th, 2021

Originally posted on Forbes.com   What is a Power of Attorney: It’s a legal document you sign and appoint a person, called your agent, to handle legal, tax and financial […]

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Coronavirus: Living Wills And Health Proxies – What Steps Should You Take Now

September 13th, 2021

Originally posted on Forbes.com   Coronavirus Impact on Your Key Legal/Health Care Decision Documents: Coronavirus, novel Coronavirus, or COVID-19 is a novel viral infection that can cause severe pulmonary insufficiency […]

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