Election What-Ifs: Promissory Notes and Irrevocable Trusts
With the ever-changing political climate, uncertainty in estate and gift tax exemptions has reared its ugly head. Even though a change...
The “Setting Every Community Up for Retirement Enhancement Act” - SECURE ACT and how it will affect
The SECURE ACT was passed into law at the end of December 2019 and has sweeping changes with regard to retirement plans and how they are...
Opportunity Zones as an opportunity for Tax Deferral
What is an Opportunity Zone? In the Tax Cuts and Jobs Act which was enacted in December of 2017, Congress enacted provisions designed...
Collectibles and Art in Estate Planning
Collectibles, Art and Estate Planning What is a collectible? According to the IRS, the definition of collectibles generally includes...
New Trend of Joint Living Trusts in Estate Planning
Over the last couple of years in our practice, we have encountered many situations where Joint Living Trusts were the best fit for a...
