Smooth Transitions: Asset Transfers and Joint Tenancy at Death Consider life as a grand musical composition. Just as a composer carefully crafts each note, individuals painstakingly build their assets over time. When the final note resounds, what happens to the...
Tax Returns, Records, & More: A Fiduciary’s Role in Estate Planning Estate planning and administration can be complex, with each role carrying its unique responsibilities. Fiduciaries, individuals or entities trusted with managing someone’s assets, hold a...
Estate Planning: The Symphony of Wealth Management Estate planning for the affluent is akin to conducting a complex symphony, requiring harmonious integration of various instruments – or in this case, assets. It begins with a comprehensive evaluation of all...
Decoding Estate Planning for Millennials: A Guide for Financial Security and Legacy Creation As millennials, we’re often caught in the whirlwind of life’s milestone moments – getting married, welcoming a new baby, or even diving into the world of...
Clients Who Have Outgrown Their Estate Plan As estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they...
Decoding the IDGT Debate: IRS Revenue Ruling 2023-2 and Its Impact on Estate Planning The world of estate planning is a complex labyrinth, one that requires a keen understanding of the ever-changing tax laws and regulations. One such recent development that has been...
