Since many of us have some free time, now is an excellent opportunity to organize, review, and update your estate planning documents. We prepared this “Estate Planning Review Checklist” to make sure your personal estate plan is up-to-date. If youREAD MORE
The largest transfer of generational wealth is expected to occur in the next 25 years, so there so should be no surprise that there has been an increase in trust litigation. One issue that is often at the heart ofREAD MORE
Lawmakers recently upended a tax strategy for wealthy Americans who want their loved ones to inherit sizable retirement accounts. Luckily, taxpayers have a workaround at their disposal that could help accomplish their goal. “Your trust won’t work anymore the wayREAD MORE
Congress just agreed to a bipartisan appropriations bill that will help avert another government shutdown. However, attached to the spending bill is a piece of legislation called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which passed the HouseREAD MORE
The increase in the estate tax exemption amount under the Tax Cuts and Jobs Acts (TCJA) is set to “sunset” or expire on December 31, 2025, and many advisors are encouraging their high net worth clients to make large giftsREAD MORE
Every year Super Lawyers selects attorneys from all firm sizes and over 70 practice areas throughout the United States. While up to five percent of the lawyers in the state are named to Super Lawyers, no more than 2.5 percentREAD MORE
Bryon W. Harmon & Laura A. Fisher recently published an Article entitled, The Prudence of Passivity: An Argument for Default Passive Management in Trust Investing, ACTEC L.J. Vol 44, No. 2, 147-182 (Spring 2019). Provided below is an abstract of theREAD MORE
An appointed or named executor has a seemingly endless list of tasks to perform, but assembling an appropriate team of advisors can help avoid many pitfalls. Here is a tally of ways to avoid the largest of the pitfalls, compiledREAD MORE
Susan Covell Alpert was crushed by grief when her 71-year-old husband, Larry, died of leukemia in 2008. Adding to her misery, a tidal wave of financial decisions and tasks demanded the new widow’s attention at a time when she couldREAD MORE
The Internal Revenue Service has announced the inflation adjustments for the estate and gift tax exclusion, the generation-skipping transfer tax exemption, the gift tax exclusion and other estate planning rates for 2020. The federal estate and gift tax exclusion amountsREAD MORE