Blase & Associates Monthly News and Notes February, 2024

Special Announcements and New Articles

This month we welcomed a new paralegal to the firm! Kristina Marchand has a decade of experience as a Missouri licensed realtor, and currently assists the firm in drafting wills, trusts, deeds and other estate planning documents. Kristina also provides support for the firm's trust and probate administration practice.

Kristina recently married her husband in Punta Cana.  At home they have three daughters and a mini goldendoodle to keep them busy. Kristina enjoys anything outdoors, and spends most of her free time attending her daughters’ extracurricular activities and hiking in national parks with her husband.

This month Jim celebrated his 30th consecutive year of being rated "A.V. Preeminent" by Martindale-Hubbell® Law. A.V. Preeminent is the highest rating given for legal ability and ethics, and is awarded based on a perfect 5.0 out of 5.0 Martindale-Hubbell review score, as voted on by Jim's peers in the business.

This article by Jim was included in the January issue of Estate Planning magazine. It describes a technique many clients are exploring as a result of the new tax laws, a technique which distributes all or a portion of their IRA and/or 401k plan benefits in a manner which fully preserves the after-tax value of the IRA and/or 401k account for their children while simultaneously providing a significant financial benefit to charity.


This article by Jim was published in the January, 2024 issue of Financial Advisor magazine. The article details a technique clients may want to discuss, after the new tax laws, which will provide significant income tax benefits to the clients' children when they donate to charity after their parents' passing.


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