March 23rd, 2023
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 […]
March 20th, 2023
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 […]
March 15th, 2023
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 […]
March 13th, 2023
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 […]
March 13th, 2023
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 […]
February 14th, 2023
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 […]
February 9th, 2023
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 […]
January 18th, 2023
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 […]
January 17th, 2023
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? […]
January 17th, 2023
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 […]