Newsletters

Tuesday, 06/04/2024

Financial planning - Sudden wealth, The ABCs of trust services Wealth Management - Q&A on federal gift taxes, The trustee’s duty to act

Monday, 05/06/2024

Trust planning - “Fiduciary” in the news Estate planning - How to handle an inherited IRA; DNA search leads to complications; “All relatives” may include one’s children

Friday, 04/05/2024

Estate planning - Estate planning for your digital assets - Clear intentions required Retirement planning - Your Social Security benefit start date

Tuesday, 03/05/2024

Trusts - Ten questions about trusts - Checklist of possible trust purposes - Charitable trusts versus donor-advised funds Tax Currents - Under the radar?

Tuesday, 02/06/2024

Trusts - A “Friendly” endorsement of living trusts Investments - Can stocks still go higher? Tax Currents - Digital asset taxation

Friday, 01/05/2024

Estate planning - Will 2023 be a pivotal year for estate planning? Lights, camera, action! Fewer estates owe federal estate tax The IRS’ estate and gift tax operations will move into the 21st century