Community Property Estate Planning Not So Simple
May 7th, 2023Originally posted on Forbes.com Some Background If you live in a community property state with your spouse, or if you had lived in a community property state with […]
Originally posted on Forbes.com Some Background If you live in a community property state with your spouse, or if you had lived in a community property state with […]
Originally posted on Forbes.com The What Doctrine? While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3209. President Biden has issued his budget on March 9, 2023, the “General Explanations of the […]
Originally posted on Forbes.com Introduction Estate planning is primarily about the transmission of wealth. However, it should be about much more. Many people don’t want to delve into […]
Originally posted on Forbes.com Everyone age 18 and over should have a health care proxy document signed (think kids off to college, and yourself, not just an elderly parent). […]
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 […]