Newsletters

Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust

Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor. Such conversations often leave people

Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor. Such conversations often leave people

Keeping the Peace After You Are Gone

Planning With an Aim Towards Building Unity A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss of familial communication. Old rivalries and disputes can

Low Interest Rate Strategies You Should Be Discussing with Your Clients

COVID-19 has deeply impacted the economy in the United States and will likely continue to do so for some time. While most would agree that this pandemic is not a positive development, there are nevertheless

Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

COVID-19 has deeply impacted the economy in the United States and will likely continue to do so for some time. While most would agree that this pandemic is not a positive development, there are nevertheless

Time to Review Clients’ Retirement Accounts

The COVID-19 pandemic has led to volatile markets, resulting in retirement accounts with much smaller balances than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed

Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for

Preparing Your Beneficiaries to Receive Their Inheritance

When you hire an estate planning attorney, you are often looking for help with preparing your accounts and property to ultimately pass smoothly and safely to your loved ones. This is a key component of

Christmas in July: Gifting During Uncertain Times

Changes in the federal transfer tax laws over the last few decades, as well as the economic volatility brought on by a global pandemic, have called into question the wisdom of making large lifetime gifts

How to Help Clients Make the Most of the Treasury?ÇÖs Anti-Clawback Regulations

The 2017 Tax Cuts and Jobs Act doubled the federal gift and estate tax exclusion amount, which had previously been $5 million (adjusted each year for inflation) per individual. The exclusion amount for 2020, including

Estate Planning as a Powerful Exercise in Optimism

Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you

Correction to June 2020 Newsletter

In our efforts to quickly provide you with information about new legislation (the CARES Act and its impact on the new SECURE Act), we incorrectly stated the RMD rollover rule in our last newsletter in