Estate and Trusts
Should Have Used Certified Checks
It has been a while since I have written about estate tax issues, but Estate of William E. Demuth, Jr., T.C.…
Read MoreThe Weekly Scenario: The Importance of Digital Assets in an Estate Plan
When creating an estate plan, it is important to consider how to deal with your digital assets. Technology is…
Read MoreThe Weekly Scenario: Witnesses and Wills
Some clients ask why all the formalities when we execute estate planning documents such as a Will. When a client…
Read MoreThe Weekly Scenario: Estate Planning in 2021
What may be the best word to describe estate planning in 2021? I submit ‘uncertainty’. This year may be the…
Read MoreThe Weekly Scenario: No One is Too Old to Make IRA Contributions Now
By the time this article is published, ‘tax season’ for the 2020 reporting will be coming to a close. Tax…
Read MoreThe 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…
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