Originally posted on Forbes.com The Corporate Transparency Act (CTA), a burdensome new law that would require some 32 million closely held businesses to file invasive information with the Financial […]
Originally posted on Forbes.com Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did […]
Date and Time: Thursday March 28, 2024 4-5:30 pm EST Register Here Course Description: The end of 2025 will result in the gift, estate and GST tax exemption being […]
Originally posted on Forbes.com Introduction Ethical questions arise during many estate plans. Sometimes, these are ethical issues that you and/or your family may have to grapple with. Sometimes, […]
Date and Time: Thursday March 14, 2024 4-5pm EST Register Here Course Description: Charitable giving is a vital component of many estate, tax, financial and related plans. This webinar will […]
Originally posted on WealthManagement.com A recent Chief Counsel Memorandum (CCM) issued by the Internal Revenue Service may have a chilling effect on modifications to all types of irrevocable trusts. CCM 202352018 […]
Date and Time: Thursday February 29, 2024 4pm-5pm EST Register Here Course Description: How many clients do you have living with chronic illness or neurological conditions? How many colleagues […]
Originally posted on Forbes.com What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an agreement you might make […]
Originally posted on Forbes.com Introduction and Background Let’s start with a quick refresher to set the stage for an important issue confronting many people who have created trusts. […]
Originally posted on Forbes.com Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong […]