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

What Everyone Should Know about the New FDIC Regulations

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

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

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

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

Those of you who attended our 2019 Clarity Legal Group® Annual Client Education Program heard our discussion and predictions regarding the … [Read more...] about The SECURE Act and What It Means for You

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

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

This is a post from my friend Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, about the … [Read more...] about Planning for Frequent Flyer Miles