Articles
Introducing Our Latest Estate Planning Resource – A Video Library
November 15, 2018
Our new, comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in ...
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Watch Now: Look Before You Leap
October 23, 2018
Our first video edition of “The Passionate Estate Planner” highlights the new 20% tax deduction for qualified business income. In less than 3.5 minutes, Richard ...
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Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust
July 28, 2018
Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not ...
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Reasons to Decant or Otherwise Modify an Irrevocable Trust
July 26, 2018
While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some ...
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Charitable Giving Under the 2017 Tax Act1
April 9, 2018
by Loraine M. DiSalvo President Trump signed the 2017 Tax2 Act on December 22, 2017, bringing a huge number of changes to the federal tax ...
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The 2017 Tax Act: Lots of Changes, But What Does It All Mean?
March 7, 2018
It is clear that the 2017 Tax Act1 is significant and provides numerous fundamental changes that make our already complex tax system even more complex. ...
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Estate Planning and Related Issues for Same-Sex Couples in 2017: Obergefell v. Hodges Did Not Eliminate the Need for Extra-Careful Planning When It Created National Recognition for Same-Sex Marriages
November 22, 2017
In June 2015, the U.S. Supreme Court held, in the case of Obergefell v. Hodges, that marriage is a fundamental right that extends to same-sex ...
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Proposed Tax Reform – What Should You Do Now?
October 26, 2017
On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the ...
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