Originally posted on Forbes.com You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3041. Clients want a motivated, ambitious, type-A advisor who will work vigorously for their interests and […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #273. The Corporate Transparency Act (CTA) introduces comprehensive reporting requirements for most closely held businesses […]
Originally published in The CPA Journal. CPAs Should Consider the Potential Impact The Biden Administration recently released its fiscal 2024 revenue proposal, which includes many dramatic changes that will […]
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 […]