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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Originally posted on Forbes.com Cryptocurrency Donations More Complicated Donating cryptocurrency and getting a charitable contribution deduction has just gotten more complicated and costly as a result of a […]
Date and Time: Monday January 30, 2023 4-5:00 pm EST Register Here Course Description: This webinar will discuss why all advisers should think about decanting, reformation, trust protector actions and […]
Originally posted on Forbes.com Introduction Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand? […]
Originally published in wealthmanagement.com Here’s a sample letter encouraging clients to formulate commitments for 2023. New Year’s is a time for resolutions, and estimates are that one-third of Americans […]