The Future of Estate Tax Laws Under the Trump Administration: Why Now Is the Time to Review Your Estate Plan With Donald Trump re-elected as President, discussions about tax policy changes are back at the forefront, particularly regarding estate taxes. The current estate tax laws, set to sunset on December 31, 2025, may undergo significant…
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…
In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act marked a pivotal moment in retirement planning, introducing substantial revisions to beneficiary distribution rules. However, its impact was swiftly eclipsed by the onset of a global pandemic, diverting attention from its provisions. Now, with the nation gradually shifting focus beyond the pandemic’s…
Have you made your list of New Year’s Resolutions for 2025 yet? Whether you started your list or not, let me help you with some inspiration – Estate Planning Goals should be at the top of the list! At the end of every year, we seem to think that “next year will be my year”…
P – R – I – V – A – C – Y The legal case for the Estate of Aretha Franklin ended yesterday with a finding that her hand-written 2014 Will that was found under a couch cushion is her valid Will. According to her long-time attorney, Aretha Franklin was too private to rely…
