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March 2024 Newsletter

Jensen Estate Law

March Newsletter

 

Exploring the Tax Trails of Irrevocable and Grantor Trusts

Unravel the complexities of irrevocable trusts and their taxation system with this insightful article. We explore the unique facets of how irrevocable trusts are not taxed like regular trusts, diving deep into the world of grantor trusts and irrevocable grantor trusts. We shed light on the nuances that make these financial tools a significant part of any comprehensive estate plan. 

Understanding Taxation on Retirement Accounts: A Journey Through the Secure Act

Dive into the complex world of taxation on retirement accounts, the evolution of the SECURE Act, and its current state. Understanding these intricacies not only helps shape your future financial decisions but could also lead to significant tax savings and wealth preservation. Learn through practical examples and insightful perspectives without drowning in legalese. 

When To Gift: Understanding the Subtleties of Strategic Timing in Estate Planning

Understanding the when, why, and how of gifting in estate planning can make a monumental difference in your tax strategy and wealth preservation. Gifting, in essence, refers to transferring wealth to loved ones or charities during your lifetime. It may seem simple, but timing is crucial in the art of strategic gifting. This article delves into the optimal times of the year to consider gifting, as well as the effects of your trust creation date on your gifting decisions. Discover the power of thoughtful timing in estate planning as we explore the subtleties of gifting.

January 2024 Newsletter

Jensen Estate Law January Newsletter  New Year, New Order: Putting Your 'House' in Perfect Shape Start 2024 with your financial affairs in pristine order. Our latest article walks you through how to kickstart your year by organizing vital documents, re-evaluating beneficiaries and fiduciaries, and setting the stage for smooth Tax Day preparations. We delve into the importance of open...

December 2023 Newsletter

Jensen Estate Law December Newsletter  Smooth Transitions: Asset Transfers and Joint Tenancy at DeathIn the grand theatre of life, death is an inevitable curtain call. When it arrives, it presents a complex interplay of laws and processes that determine how one's assets are transferred to their rightful heirs or beneficiaries. This article delves into the nuances of asset transfers at...

November 2023 Newsletter

Jensen Estate Law November Newsletter  Mapping the Terrain: Recognizing Incapacity and Enacting Powers of AttorneyNavigating the challenging landscape of incapacitation can be daunting, especially when the task of managing healthcare and finances falls onto you. How do you definitively know if someone is incapacitated? When do you implement the powers of attorney? This guide provides clear...

 

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