Recently, the Financial Crimes Enforcement Network (FinCEN) adopted a significant piece of legislation called the Corporate Transparency Act (CTA). This important rule has flown under the radar for many, but it is essential to take note of, especially if you are thinking of including a trust as part of your estate plan or if you…
Don’t Let Your Legacy Be a Hot Mess: A Complete Estate Planning Checklist for Millennials The phrase “estate planning” often conjures images of retirees, older individuals planning for the inevitable “what ifs” or the super wealthy. Most don’t immediately think of younger generations who may just be establishing themselves in their career, or experiencing some…
BREAKING NEWS: 12/3/24: Today a Federal Court in Texas ruled that the reporting requirements under FINCEN are unconstitutional. An Alabama federal court issued a similar ruling earlier this year and the federal government determined it applied to the plaintiffs of that case only, but the Texas case appears to apply to everyone, nationwide. Stay tuned……
