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, […]
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. […]
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 […]
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 […]
The webinar, which will take place on Wednesday, July 28th, 2021, at 4pm Eastern Time can be registered for here. Too often planning articles and conferences use a “Cleaver […]
The webinar, which will take place on Wednesday, July 14th, 2021, at 4pm Eastern Time can be registered for here. Drug use is on the rise in this country and […]
Originally posted on Forbes.com Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021) put the kibosh on […]
Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the […]
The tax world is likely to change (yet again!) and if so, that will have far-reaching economic effects. You and your clients need to be prepared…not later this year, not […]
Charitable Remainder Trusts (“CRTs”) have become a common planning discussion topic lately, perhaps in large part to the consideration of using CRTs as beneficiaries of IRAs now that the Secure […]