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The Effect of SECURE Act 2.0 on Estate Planning
Discussion of some estate planning aspects of SECURE Act 2.0
Scott
Apr 25, 20233 min read
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Estate 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...
Scott
Jan 18, 20224 min read
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Estate Planning for Blended Families, Part 2
Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...
Scott
Dec 2, 20213 min read
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Your 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...
operations9875
Nov 3, 20212 min read
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ESTATE PLANNING CONSIDERATIONS OF THE CURRENT BUDGET RECONCILIATION NEGOTIATIONS
The political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...
Scott
Oct 20, 20216 min read
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