Estate and Trusts
The Weekly Scenario: Trust Decanting
What is trust decanting? Trust decanting is the act of distributing assets from one trust to a new trust with…
Read MoreThe Weekly Scenario: Required Minimum Distribution (“RMD”) under the SECURE Act
Is there a year of death for Required Minimum Distribution (“RMD”) under the SECURE Act? Even over a year in…
Read MoreThe Weekly Scenario: Uncertainty and Opportunity in 2021
Is Now the Time to Make a Substantial Gift? As I reported last week, we may soon see a…
Read MoreThe Weekly Scenario: What is a Spendthrift Provision?
One of the best forms of asset protection we can provide is through a trust that contains a spendthrift provision. …
Read MoreThe Weekly Scenario: What to Know About the “For the 99.5% Act” and the “Sensible Taxation and Equity Promotion (STEP) Act”
There are many potential tax law changes that may be coming to a theatre near you. I can’t get too…
Read MoreMedical Aid in Dying And Your Estate Plan
PBS will be airing the documentary When My Time Comes this Tuesday, April 13. The show is about the end-of-life…
Read MoreThe Weekly Scenario: Designating a Beneficiary on a Vehicle Title
Like an individual retirement account or life insurance policy, a vehicle owner can designate a beneficiary to receive ownership of…
Read MoreThe Weekly Scenario: Advance Directive for Health Care
The question of when to withhold or terminate life support for an unconscious or terminally ill person is one that…
Read MoreThe Weekly Scenario: Marital vs. Separate Property
As the saying goes, why is divorce so expensive? Because it’s worth it. Probably a poor lead-in, but I wanted…
Read MoreThe Weekly Scenario: The SECURE Act’s Impact on Retirement and Estate Planning
It’s been a long hiatus, but Weekly Scenario is back. For the first issue, I thought I would write about…
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