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,…
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? 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 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…
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 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…
"Behold, the virgin shall be with child, and bear a Son, and they shall call His name Immanuel," which is translated, "God with us." May your days be filled with peace, hope, and joy this Christmas season. As…
Train the Trustee Roles during Disability FREE SEMINAR Train Your Successor Trustee, Part 4 Dear Friend, The role of a successor trustee can be vital should the trust maker become disabled. The trust is designed to describe the trust maker's…
Working with Families on Estate Planning Dear Friend, Our firm has worked with hundreds of families on their estate plans. While these plans vary greatly from family to family, I have noticed trends among families that have successful planning. The…
Dear Friend, Many of us are hesitant to think about estate planning because we think our estate is not "big" enough to protect. Or, we think we are too young to worry about wills or trusts yet. But this simply…