Understanding the Corporate Transparency Act What You Need to Know as a Trustee of a Trust 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…
If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right. ✅ If you check YES to only one item on the list below, then you’re right! ✅✅If you check YES…
While the topic of death is often avoided, Create a Great Funeral Day provides an opportunity to reframe how we view funerals—not as somber, obligatory ceremonies but as meaningful celebrations of life. Understanding the history and purpose of this day reveals how it has evolved to address deep cultural needs and taboos surrounding death and…
Today a lawsuit fit for television begins (think: Succession). The exciting part of this lawsuit is that the battle involves an irrevocable trust. As an estate planning attorney, I’m geeking out. Unlike divorce, trademark, and personal injury, there aren’t many high-profile estate planning lawsuits, and the few there do mostly occur because someone has died…
Please join us in welcoming Attorney Catherine (Cate) Craig to RWC! We are thrilled to announce that she has joined the Reed Wilson Case family. Cate is an experienced and compassionate estate planning attorney who holds the same mission and dedication that we do…to provide caring, understanding, and knowledgeable counsel to her clients. We know…
When it comes to managing life insurance policies, communication is key. Ensuring that important notices and updates are received and acknowledged can prevent misunderstandings and missed deadlines. One effective strategy to bolster this communication is by adding an additional recipient to your insurance policy notices from your life insurance provider. This is especially important for…
