by kotterlw | Feb 10, 2025 | Estate Planning
Introduction Since President Donald Trump took office in January 2025, the United States has experienced considerable changes in estate planning legislation and methodologies. These modifications have been propelled by legislative reforms, proposed policies, and the...
by kotterlw | Nov 18, 2024 | Estate Planning
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...
by kotterlw | Nov 17, 2024 | Estate Planning
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...
by kotterlw | Nov 16, 2024 | Estate Planning
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...
by kotterlw | Nov 14, 2024 | Estate Planning
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,...
by kotterlw | Nov 13, 2024 | Estate Planning
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,...
