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ICYMI: A Year-End Review With Estate Planning Strategies For 2024 - Wills/ Intestacy/ Estate Planning

The estate planning world certainly saw its share of turbulence from 2020-2022. With two significant elections, it is hard to remember a previous time with such substantial uncertainty.

Estate Planning Advisory for End of the Year 2023

Estate Planning Advisory for End of the Year 2023
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IRS Issued New Proposed Regulations for Spousal Consent Witnessing

The IRS issued new proposed regulations that would permanently change the rules that require spousal consent for plan distributions to be signed in the physical presence of a notary or plan representative.

2021 Year-End Estate Planning Advisory - Tax

During 2021, COVID-19, the new Biden administration, the Tax Cuts and Jobs Act (TCJA), the Coronavirus Aid, Relief and Economic Security Act (CARES ACT), the American Rescue Plan (ARP), .

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