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Home » consumer

Using Entities in Estate Planning

Our clients at Clarity Legal Group sometimes ask us about the issue of legal entities such as partnerships, corporations or limited … [Read more...] about Using Entities in Estate Planning

Date: July 7, 2022 Category: business succession planning, Estate Planning, Legal Education Tagged With: attorney, client, consumer, Estate Planning, family entity, limited liability company, limited partnership, member, membership interest, operating agreement, partnership, partnership agreement

The Kiddie Tax is No Child’s Game

AT Clarity Legal Group encourage our clients to ask questions before making any transfer of wealth, even the relatively small gifts.  One of … [Read more...] about The Kiddie Tax is No Child’s Game

Date: June 25, 2022 Category: Estate Planning, Legal Education Tagged With: 529 Plan, attorney, consumer, Estate Planning, Kiddie Tax, Tax Cuts and Jobs Act of 2017, tax practitioner, unearned income, Uniform Gifts to Minors Act

Tax Reporting with Trusts

My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Tax Reporting with Trusts

Date: August 17, 2021 Category: Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Taxation of Nongrantor Trusts

My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Taxation of Nongrantor Trusts

Date: August 12, 2021 Category: Estate Planning, Legal Education Tagged With: attorney, consumer, nongrantor trust, planning

Advantages of Using a “Grantor Trust” in Planning

My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Advantages of Using a “Grantor Trust” in Planning

Date: August 10, 2021 Category: Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

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