Many families and businesses have been devastated by physical and financial losses as a result of the coronavirus pandemic
Has COVID-19 (Unfortunately) Made This a Good Time for Estate Planning?
Blog: Probate and Estate Planning
Completing Your Estate Plan During COVID-19
Estate Planning may not be top of mind during a pandemic, but this critical protection is especially important
What to Do When You Cannot Stretch (IRAs) Like You Used to, and Yoga Won’t Help
Laws constantly change. Some changes are of no consequence to a client’s estate plan.
The SECURE Act Finally is Enacted by Congress
In spite of congressional deadlock and before their holiday recess, Congress enacted the most significant and comprehensive retirement plan bill
In Terrorem Provisions – Them’s Fightin’ Words!
Some clients tell me there is no way their children or other beneficiaries will fight about their inheritance.
Estate Tax Portability – You Can’t Take It with You, But Your Spouse Can
Prior to estate tax “portability,” if a married couple had or were likely to have a combined net worth in excess of the amount of the exemption