8 Important Maintenance Questions
Dear Friend, "The riskiest thing we can do is just maintain the status quo." - Bob Iger, CEO, The Walt Disney Company All too often I have had clients start down the path of estate planning only to then allow…
The Special Needs Trust Fairness Act
Dear Friend, We are excited to learn about passage of the Special Needs Trust Fairness Act as part of H.B. 34. This Act will allow a beneficiary with special needs to sign their own first-party special needs trust. Previously,…
Holiday Check-Up
Holiday Check-Up Dear Friend, If your family is like mine, the holidays bring with them a LOT of quality family time! And it is during these times that families often notice subtle health and lifestyle changes in elderly parents, aunts…
Family Coming For Thanksgiving?
Dear Friend, If your family is like mine, the holidays bring with them a LOT of quality family time! And it is during these times that families often notice subtle health and lifestyle changes in elderly parents, aunts &…
New Looming Tax Law Change Will Increase Estate Taxes!
Dear Friend, The IRS recently proposed regulations that will effectively eliminate several commonly used valuation discount strategies. If the IRS's current timetable holds, your clients may lose the ability to take advantage of certain valuation discounts as early as January 1,…
Estate Taxes: Are They Getting Ready To Go Up?
Dear Friend, I'm writing to you today to share an article I recently received from Bob Keebler. This report does a good job of quickly explaining the Proposed Section 2704 Regulations Published that were issued August 4, 2016. The…
Are You Helping Your Clients Prepare for Fiduciary Income Tax?
Are You Helping Your Clients Prepare for Fiduciary Income Tax? Since opening our firm in 1997, we have made an enduring commitment to education and excellence. This meant investing in training and staying up-to-date with our documents and technology. We…
Inherited IRAs Are No Longer Safe
Inherited IRAs are No Longer Safe From Creditors A couple of years ago the Supreme Court decided in Clark v. Rameker that inherited IRAs are not necessarily "retirement accounts" in a bankruptcy and therefore do not qualify as protected from…
Living in a Digital World
We Live In a Digital World Digital Security Protects Clients The year 2016 finds us increasingly concerned about the security of our digital records and identity. This is a cyclical dilemma because we are consistently placing more and more sensitive…
Knowledge is Power
Knowledge is Power Dear Friend, Happy New Year to you and yours! It is my hope that 2016 has started well and will be a prosperous year. Our firm has prided itself on being a resource to our community, clients…