June 24, 2022 •
Estate Planning 
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
Read MoreJune 1, 2022 •
Estate Planning 
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
Read MoreMarch 17, 2022 •
Estate Planning 
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
Read MoreJanuary 18, 2022 •
Estate Planning 
This case should be required reading for any person who has an interest in an entity or a trust.
Read MoreApril 9, 2021 •
Estate Planning ![]()
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
Read MoreAugust 21, 2020 •
Estate Planning ![]()
If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
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I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
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