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 […]
The current COVID-19 pandemic has made it more important than ever for individuals to establish (or update) their core estate planning documents. These core documents will generally include a will […]
Course Description: The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over […]
Sponsored by the American Cancer Society The American Cancer Society does not provide professional or legal advice. Seek the advice of your own legal, tax, or financial advisor. Uncertain times […]