Laws constantly change. Some changes are of no consequence to a client’s estate plan.
What to Do When You Cannot Stretch (IRAs) Like You Used to, and Yoga Won’t Help
Category: Estate Planning and Probate
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
Crypto Estate Planning
You were smart and bought some type of crypto-currency (Bitcoin, Ethereum, Ripple, etc.).
Irrevocable Trusts and Trying to Break (Or At Least Bend) Them
With the federal estate tax exemption now set at a robust $11,180,000 per person (thank you Tax Cuts and Jobs Act),