SELECTING THE RIGHT TRUSTEE FOR YOUR TRUSTS
Whether you are in the process of creating your first trust or are reviewing your existing trust, selecting the right trustee can make or...
KAMALA HARRIS TAX PROPOSALS AND HOW IT MAY AFFECT YOU
Introduction:
As the 2024 U.S. Presidential election approaches, Vice President Kamala Harris has outlined a tax policy that seeks to address income inequality, raise revenues...
Why You Might Have an Estate Tax Issue Soon
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in...
Creating and Preserving Your Legacy with a Dynasty Trust
What Is a Dynasty Trust and Why Should You Consider One?
If you have significant wealth, one of the best ways to protect your family...
ESTATE PLANNING FOR THOSE WITH ADDICTION
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent...
What You Should Know About Life Insurance
Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect...
How Business Executives Can Set and Meet Their Estate Planning Goals
As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to strategizing...
THE CORPORATE TRANSPARENCY ACT
$500 PER DAY PENALTY – 90 DAYS TO FILE FOR ENTITIES
EFFECTIVE JANUARY 1, 2024
The purpose of this post is to review the new Corporate...
ADDITIONAL TIME ALLOTED BY IRS FOR SOME ESTATE TAX RETURN FILINGS
The federal government is giving widows and widowers more time to deal with the intricacies of the estate tax after a spouse dies. When...
2021 BUILD BACK BETTER ACT TAX PROPOSAL AND ITS PROPOSED EFFECT ON ESTATE TAX...
On September 15, 2021, the House Ways and Means Committee released its Build Back Better Act ("BBBA" or "Act") that, if enacted into law,...
