Estate Planning Blog
Connelly v. IRS – A High Stakes Estate Planning Case That Reaches the U.S. Supreme Court
Opening Statement Estate planning frequently involves the reduction of tax liabilities and the assurance of a family's financial future. Nevertheless, complex situations may arise when high-value assets, such as family-owned corporations, are involved. One such case,...
Adapting to Change in the Legal & Tax Estate Planning Landscape
Estate planning is a crucial component of financial preparation, as it enables individuals to safeguard assets, reduce taxes, and guarantee the smooth transmission of wealth to future generations. Wills, trusts, and estate planning strategies have been substantially...
Neglecting Estate Planning; Lessons from High-Profile Cases
Estate planning is frequently disregarded, resulting in legal, financial, and emotional distress for the beneficiaries of an individual's estate. The challenges that arise when wills and trusts are either incomplete or absent are exemplified by high-profile disputes....
The Vital Role of Estate Planning in 2024: Why You Should Act Now
Essential Function In 2024, estate planning has become increasingly urgent due to recent developments that have underscored the financial and emotional advantages of preparing for the future. From the changing attitudes of younger generations to the shifting tax laws,...
Why Everyone Needs an Estate Plan, Especially Now
Regardless of income or net worth, estate planning is indispensable for all families, as recent events have demonstrated. Families may encounter conflicts, unexpected expenses, and the potential for unintended inheritances in the absence of a structured plan. In fact,...
Recent Trends in Estate Planning & Expert Warnings
Financial experts and policymakers have expressed concern regarding the decrease in the number of Americans who possess wills in recent estate planning news. According to a recent survey conducted by Caring.com, the number of Americans who possess a will has decreased...
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