Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are … [Read more...] about What Everyone Should Know about the New FDIC Regulations
Asserting Control and Exercising Care over Multigenerational Wealth
I wrote in my last post about using an asset protection trust to protect a specific beneficiary who might have need protection, for example … [Read more...] about Asserting Control and Exercising Care over Multigenerational Wealth
Families Gather in Novel Ways in Pandemic
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. The disruptions from the social distancing … [Read more...] about Families Gather in Novel Ways in Pandemic
Estate Planning Conference Discusses SECURE Act and More
Those of you who attended our 2019 Clarity Legal Group® Annual Client Education Program heard our discussion and predictions regarding the … [Read more...] about Estate Planning Conference Discusses SECURE Act and More
Planning to Avoid Too Much SALT
The 2018 changes in the federal tax laws were a mixed bag. One of the disadvantages for many tax payers was the new cap of $10,000 on … [Read more...] about Planning to Avoid Too Much SALT
You Never Know: Planning for the Unexpected
This article from my good friend, Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, examines … [Read more...] about You Never Know: Planning for the Unexpected
