ScottApr 25, 20233 minThe Effect of SECURE Act 2.0 on Estate PlanningDiscussion of some estate planning aspects of SECURE Act 2.0
ScottJan 18, 20224 minEstate Planning: What Are The Differences Between Trustee And An Executor/Administrator?If you are confused about the differences between a Trustee and an Executor, you are not alone. A couple of weeks ago, I outlined the...
ScottDec 2, 20213 min Estate Planning for Blended Families, Part 2Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...
operations9875Nov 3, 20212 minYour Current Estate Plans Are Likely Safe For Now.So the "final" Build Back Better plan was outlined by President Biden about ten days ago. In my last blog entry, I outlined the estate...