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 […]
Originally posted on Forbes.com Make your estate planning New Year’s resolutions now! So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. […]
Originally posted on Forbes.com Your Power of Attorney document is an essential part of your planning and personal protection. Introduction New Year’s is a great time to […]
This article discussed the role a CPA can serve in helping clients as they age. With the growing epidemics of identity theft and elder financial abuse, planning your finances and […]
Date and Time: Thursday December 22, 2022 4-5:30 pm ET Register Here Course Description: Year-end tax planning 2022 is different from prior years. Practitioners might recommend traditional annual gift planning […]
Originally published in wealthmanagement.com. Defensive practices and planning ahead is key. Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on […]