September 19th, 2021
Originally posted on Forbes.com Introduction: Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, […]
September 15th, 2021
Originally posted on Forbes.com Reality Check: With the coronavirus spreading, the stock market crashing and the evening news instilling fear, its really hard to think about estate planning. True. […]
September 14th, 2021
Originally posted on Forbes.com What is a Power of Attorney: It’s a legal document you sign and appoint a person, called your agent, to handle legal, tax and financial […]
September 13th, 2021
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 […]
July 15th, 2021
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 […]
July 6th, 2021
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 […]
June 24th, 2021
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 […]
April 26th, 2021
Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause gain recognition on assets transferred by gift, by a distribution from a trust and upon […]
March 29th, 2021
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 […]
January 11th, 2021
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 […]