| | Estate Planning
“Bruce told me it didn’t matter if he did estate planning,” Dolores* said, thumping into the conference room chair. She looked like she’d stepped straight out of a 1950’s beauty salon, her powder-white hair rolled into thick curls, her lipstick,
| | Estate Planning
When it comes to tax planning in 2021…the message might just be: Use it NOW, Before it’s Too Late If you have assets that total $3,500,000 or more, you should seriously explore whether you need to do some estate tax
| | Estate Planning
With a Democrat-dominant Senate, major adjustments to the estate and gift tax rules may be proposed by Congress soon. The modifications could potentially reverse parts of the Tax Cuts and Jobs Act of 2017 (“TCJA”), which was passed by the
| | Estate Planning
We get a lot of calls from Legal Shield Members regarding what the best way would be to transfer their property to their adult children without having to go through probate. There are several different ways you can transfer property
| | Estate Planning
November Could Bring About Dramatic Changes to Estate Taxes Retroactive to January 2021 If you have assets that total $3,500,000 or more, you should seriously explore whether you need to do some estate tax planning before the end of the
All Living Trusts Are the Same, Right? One of the most common myths about estate planning is that all living trusts are the same. I am told, “I already have a living trust. I’m covered.” However, after reviewing the living
| | COVID-19, Estate Planning
If the current COVID-19 pandemic has you thinking abut getting your affairs in order, you are not alone. For pet owners, the care of your furry loved ones is also a priority. Just as you can set up a trust
| | COVID-19, Estate Planning
COVID-19 impacts almost every area of life and the community. Although we cannot address the myriad of possible issues that may arise, rest assured that as a full-service law firm we are here to help. Whether it is employment, financial,
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE
| | Estate Planning
WARNING: At some point in your life the unexpected will happen. If that “unexpected” is sickness, becoming mentally incompetent, or dying, you will need certain legal tools to get you through that period. As you are guaranteed to either get
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