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Estate and Trusts

The Weekly Scenario: The Importance of Digital Assets in an Estate Plan

June 18, 2021 | Share:
Phone password lock for mobile cyber security or login verification passcode in online bank app. Data privacy and protection from hacker, identity thief or cybersecurity threat. Laptop and smartphone.

  When creating an estate plan, it is important to consider how to deal with your digital assets. Technology is…

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The Weekly Scenario: Witnesses and Wills

June 11, 2021 | Share:

Some clients ask why all the formalities when we execute estate planning documents such as a Will.  When a client…

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The Weekly Scenario: Estate Planning in 2021

June 3, 2021 | Share:

What may be the best word to describe estate planning in 2021? I submit ‘uncertainty’.  This year may be the…

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The Weekly Scenario: No One is Too Old to Make IRA Contributions Now

May 24, 2021 | Share:

By the time this article is published, ‘tax season’ for the 2020 reporting will be coming to a close.  Tax…

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The Weekly Scenario: Trust Decanting

May 13, 2021 | Share:

What is trust decanting? Trust decanting is the act of distributing assets from one trust to a new trust with…

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The Weekly Scenario: Required Minimum Distribution (“RMD”) under the SECURE Act

May 6, 2021 | Share:

Is there a year of death for Required Minimum Distribution (“RMD”) under the SECURE Act? Even over a year in…

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The Weekly Scenario: Uncertainty and Opportunity in 2021

April 28, 2021 | Share:

  Is Now the Time to Make a Substantial Gift? As I reported last week, we may soon see a…

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The Weekly Scenario: What is a Spendthrift Provision?

April 22, 2021 | Share:
piggy bank with coin on old wooden table

One of the best forms of asset protection we can provide is through a trust that contains a spendthrift provision. …

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The Weekly Scenario: What to Know About the “For the 99.5% Act” and the “Sensible Taxation and Equity Promotion (STEP) Act”

April 15, 2021 | Share:

There are many potential tax law changes that may be coming to a theatre near you.  I can’t get too…

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Medical Aid in Dying And Your Estate Plan

April 12, 2021 | Share:

PBS will be airing the documentary When My Time Comes this Tuesday, April 13.  The show is about the end-of-life…

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