Originally posted on Forbes.com Introduction The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning? […]
Date and Time: Thursday, November 3, 2022 4-5:30 pm ET. Register Here Course Description: This presentation will discuss three possible approaches that estate planning professionals, and in particular, insurance professionals, […]
Date and Time: September 21, 2022 4-5:30pm ET Register Here Course Description: Asset protection planning remains vital for many if not most clients. For the past few years clients have been hyper […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2979. Raia v. Lowenstein Sandler, LLP – Thoughts on a Recent Malpractice Case, addressed how […]
Date and Time: September 8, 2022 4-5pm ET Register Here Course Description: Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three […]
Originally posted on Forbes.com Do you know what is in your old Trust documents? Introduction Recently a financial adviser requested that I review an insurance trust for […]
Originally posted on Forbes.com Technical but Common and Important This is a bit complicated, but don’t dismiss this as it may very well affect your estate plan and the […]
Originally posted on Forbes.com What is Sarcoidosis: Sarcoidosis (pronounced SAR-COY-DOE-SIS) is an inflammatory disease characterized by the formation of granulomas—tiny clumps of inflammatory cells—in one or more organs of […]
Originally posted to Tax Management Estates, Gifts and Trusts Journal. Too many estate planning attorneys are simply living as the barefoot shoemaker. This article won’t introduce planning concepts that are […]
Too often estate planning focuses on technical nuances of complex tax matters, or intricate legal issues, drafting finesse and almost anything other than the human aspects of estate planning. These […]