So much of the world feels somewhere between Transition and Chaos. Covid is still rolling for 2 plus years: as have the economic impact that has caused: food, gas, and other prices are sweeping up in hyper inflation, the Russians having 100,000 troops on the Ukraine border, and China is threatening Taiwan. All of... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Three Things Are Always Changing In Your Estate Plan
Three things are always changing in your Estate Plan. The Law. Your Relationships. What You Own. Today we will talk about Taxes. Oh Joy, you say! THE TAX LAWS: Right now Congress is wrestling over what the new Tax Hike will look like. Several Versions of Taxes are under consideration for increases. Several that will... [Read More]
Hang in There!
As the Allied Forces, including American troops, advanced into Germany near the end of the War in Europe during World War II, the US Troops realized, “Don’t get killed now!”. Many soldiers, like those the 501st Division of the 101st Airborne of the US Army, had been in many battles from D Day on, for... [Read More]
Election Outcomes and Tax Impacts
The most common question I’ve heard from clients after the Election is, “What will the new Taxes be?” Joe Biden’s proposed Tax Bill, a 3 Trillion Dollar Tax Increase, is the largest ever proposed. He had said repeatedly while campaigning that Taxes would go up if he were elected. So what does this mean to... [Read More]
COVID is the Mother of Invention
It’s true, COVID has become the Mother of Invention or, in our case, modification. Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19. Now I am meeting with clients in their home... [Read More]
STILL IN THE FIGHT: I’M HERE FOR YOU
During this unprecedented time in history, I am available to help you with you, your loved ones or your client’s Estate Planning Needs. Like many, I am working remotely, but am available by telephone, video conferencing & in some limited cases distanced in person meetings. I can still help on the Legal side of dealing... [Read More]
WEATHER THE STORM
UNEXPECTED HIT Just a few weeks ago we were looking forward to the warm days of Spring. New Trees & Flowers would blossom. For many, like me, Spring is their favorite Season. It means New Life with a fresh green on the trees & flowers coming up from the gray ground to remind us of... [Read More]
PAYMENT OF TAXES EXTENDED – Updated March 20, 2020
UPDATED MARCH 20, 2020 FEDS CHANGE MIND & MOVE FILING DATE BACK TOO Originally the IRS moved the payment time for income taxes due back to July 15,2020, but still wanted the Income Tax Return filed by April 15,2020. Responding to the confusion they created they have now moved BOTH the filing date & payment... [Read More]
“Reading the Crystal Ball”
What I see in the Trust of Will I review many Estate Plans and related asset ownership. Whether it is the client’s Plan & Assets or those of their loved ones- mom, dad, grand parent or sibling. What I find is that many, most of the time, the existing written Legal Estate Plan done by... [Read More]
So What Can We Do Now?
Death of the Stretch IRA? – Part 2 We wrote about the death of the Stretch IRA as of January 1st, 2020 in our first blog (Read Part 1 Here). A change in law usually means a change in plans. Here’s more details as to how this change in the law may bring about other... [Read More]