Estate Planning News - Fall 2021
Estate Planning News - Fall 2021
New Blog Post
The Use of IRA Inheritance Trusts in a Post
SECURE Act Environment
Wealth management experts encourage people to put money aside for retirement. This works, as it allows you to take advantage of...
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Missed a blog post? Below is the complete list.
Click here for the full archive
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The Use of IRA Inheritance Trusts in a Post SECURE Act Environment
Organizing and Storing Important Documents for Safekeeping
Reimbursement of Funeral Expenses due to COVID-19 Deaths
What is the difference between Medicare and Medi-Cal?
When Might a Beneficiary NOT End up Benefitting?
Top 11 Reasons Everyone Needs a Comprehensive Durable Power of Attorney
IRS Issues New Rules for ABLE Accounts
Youth Must be Served
Proposition 19 and its Dramatic Changes to the Property Tax Reassessment Landscape
One Size Doesn't Fit All
The SECURE Act and its Estate Planning Implications
Considering Co-Successor Trustees?
To A/B, or Not to A/B, That is the Question
Testamentary Capacity
The End of Life Options Act
The Laws of Intestacy
The Use of Ethical Wills
How to Defeat Capital Gains Tax
Federal Estate Tax
The Dangers of Joint Tenancy
Why it is it important to Have End of Life Options and Prepare a Health Care Directive
Questions? Email Us
Workshops and Webinars
Need to brush up on estate planning?
Have any questions for Chris & Paul?
Our next online workshop is scheduled for:
Wednesday, November 17th
7:00 - 9:15 p.m.
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NOTE: We have resumed our in-person hotel workshops!
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