Estate and Trusts
You Are Five Steps Away From (Finally) Getting an Estate Plan
One of the consequences of the pandemic is that it is forcing all of us to think about our mortality—What…
Read MoreProactive Estate Planning During A Pandemic
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel…
Read MoreThe CARES Act from an Estate Planning and Individual Taxpayer Perspective
What are the key takeaways to the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) from an estate planning…
Read MoreEstate Planning During A Pandemic: Some Things You May Be Wondering
Allow me to interrupt your search for paper products and fresh produce to address some of the many anxieties you…
Read MoreThe Weekly Scenario: Replaced Lifetime Stretched IRA
Question: Does the lifetime stretch IRA which is now replaced with a 10-year rule under the SECURE Act for the vast majority of beneficiaries apply to Roth IRAs?
Read MoreJury Duty (Part Three): From Voir Dire to Deliberations to . . .
“Ladies and Gentlemen of the jury, please stand and raise your right hand to be sworn. Do you solemnly swear…
Read MoreThe Weekly Scenario: What Happens in a Guardianship or Conservatorship?
Question: What happens in a guardianship or conservatorship?
Read MoreThe Weekly Scenario: Can A Minor Contribute to an IRA?
Question: Can a minor child contribute to an individual retirement account?
Read More2020 Estate and Gift Taxes
Estate and gift taxes can worry our clients—especially when the numbers change. The numbers for many of these taxes have…
Read MoreThe Weekly Scenario: Can A Surviving Spouse Change the Beneficiary Designation on an Inherited IRA?
Question: Can a surviving spouse change the beneficiary designation on an inherited IRA? What if the spouse becomes incapacitated, is her financial agent (under Power of Attorney) authorized to change the beneficiary designation?
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