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The Secure Act: What is it & how it could affect my estate plan

February 25, 2020 Asset Protection Planning, Beneficiary Selection, Estate & Gift Taxes , Probate & Estate Administration, Wills and Revocable Trusts

The Secure Act: What is it & how it could affect my estate plan

At the end of 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) was enacted, the most significant piece of retirement legislation in over a decade.

ADVANCED ESTATE PLANNING STRATEGIES

February 18, 2020 Asset Protection Planning, Beneficiary Selection, Charitable Planning, Estate & Gift Taxes , Irrevocable Trusts, Life Insurance Planning, Trustee Representation , Wills and Revocable Trusts

ADVANCED ESTATE PLANNING STRATEGIES

There are a number of advanced estate planning strategies that can minimize income and estate taxes and provide asset protection. Here are a few we suggest.

Estate Planning During a Pending Divorce

February 13, 2020 Estate & Gift Taxes

Estate Planning During a Pending Divorce

Not everyone thinks about estate planning during a divorce, but it’s actually one of the most critical steps you can take to protect yourself and your property during and after divorce proceedings. Here’s our advice.

5 Essential Estate Planning Tips Everyone Should Know

February 12, 2019 Estate & Gift Taxes , Planning for Incapacity , Wills and Revocable Trusts

5 Essential Estate Planning Tips Everyone Should Know

When it comes to estate planning, there are often financial and personal benefits to being transparent and having a conversation. Learn more today!

The New Tax Reform: What Does It Mean For Your Estate Plan?

March 29, 2018 Child Support, Divorce, High Asset Divorce, Modifications, Asset Protection Planning, Estate & Gift Taxes

The New Tax Reform: What Does It Mean For Your Estate Plan?

The new tax bill has been signed into effect and all Americans are impacted no matter their tax bracket. We want everyone to be up to date with these changes. Learn about the tax reform and how these changes will impact your taxes this coming year.

What You Need to Know About "The Great Wealth Transfer"

January 23, 2018 Relationship Agreements, Unbundled Legal Services, Asset Protection Planning, Beneficiary Representation, Beneficiary Selection, Estate & Gift Taxes , Planning for Incapacity , Trustee Representation , Wills and Revocable Trusts

What You Need to Know About

Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, an estimated $30 trillion will be passed to Millennials — from their aging parents and grandparents throughout the U.S., Canada and the UK.

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Blog & Legal Updates

The Secure Act: What is it & how it could affect my estate plan

ADVANCED ESTATE PLANNING STRATEGIES

Estate Planning During a Pending Divorce

5 Essential Estate Planning Tips Everyone Should Know

The New Tax Reform: What Does It Mean For Your Estate Plan?

What You Need to Know About "The Great Wealth Transfer"

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