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Estate Planning › Beneficiary Designations › Tax Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Schwabe, Williamson & Wyatt PC

The Grad Pack: Estate Planning for Newly-Minted Adults

Schwabe, Williamson & Wyatt PC on

Did you know that as soon as your child turns 18, you lose automatic access to their health, school, and financial information? When a child turns 18 and becomes a legal adult, it’s a momentous occasion—filled with...more

Bowditch & Dewey

Do Your Beneficiary Designations Coordinate with Your Will?

Bowditch & Dewey on

Many people fear the word probate, and it is not without reason. Probate can be a tedious, expensive and lengthy process, where you are at the whim of the court’s timeline. But what is probate? Probate is when you must...more

Cohen Seglias Pallas Greenhall & Furman PC

Estate Planning 101: The Five Most Important Clauses for Wills and Trusts

Cohen Seglias Pallas Greenhall & Furman PC on

Presented by Whitney Patience O'Reilly on February 16, 2021. Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this...more

Ruder Ware

IRS Releases Publication on RMDs for Inherited Retirement Benefits (and, of course, creates confusion)

Ruder Ware on

Ruder Ware’s Trusts & Estates blog has featured several posts (for example, Call to Action: Review Your Estate Plan in Light of the SECURE Act and Why SECURE Act Matters to You) on the SECURE Act, a federal law effective...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Estate Planning 101: The Five Most Important Clauses for Wills and Trusts - February 16th, 12:00 pm - 12:30 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on

Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly will cover the basics of a good estate plan...more

Adler Pollock & Sheehan P.C.

How Does the SECURE Act Affect Estate Planning?

Adler Pollock & Sheehan P.C. on

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest retirement planning law in decades. However, when all is said and done, the new law may have just as significant an impact on estate...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner - July/August 2020

Shumaker, Loop & Kendrick, LLP on

Don’t overlook foreign assets when planning your estate - You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these assets aren’t relevant to their “U.S.”...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – Estate Planning In The Time Of Coronavirus

Farrell Fritz, P.C. on

This is a surrealistic time for most of us, but we will come out on the “other side” and we still need to plan for the future. We should continue to take at least basic steps to plan our estates, like preparing wills and/or...more

Lewitt Hackman

What Happens in California if You Do Not Have an Estate Plan at Your Death?

Lewitt Hackman on

With the coronavirus pandemic, many people have asked, “what happens if I die without an estate plan?” Without a properly prepared estate plan, California does your planning for you. ...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – Estate Planning After Death: 20/20 Hindsight

Farrell Fritz, P.C. on

Yes, sometimes your estate plan can be changed AFTER you die to alter bequests made in Wills and Revocable Trusts. (For ease, “will” is used throughout this article.) This is done to change ownership of assets and/or to...more

Moritt Hock & Hamroff LLP

Additional Estate Planning Considerations Resulting From Coronavirus (COVID-19)

Moritt Hock & Hamroff LLP on

We hope this newsletter finds you and your loved ones safe and healthy. We previously noted that the coronavirus "lock down" is causing many of our clients to re-think their existing estate plans. In the past, certain estate...more

Pierce Atwood LLP

COVID-19: We're (Still) Here For You

Pierce Atwood LLP on

We’re reaching out to you, our clients, colleagues, and friends, to share some of the rapidly developing matters affecting estate and tax planning that are demanding our attention and action at this extraordinary time of the...more

Ballard Spahr LLP

Estate Planning in Uncertain Times

Ballard Spahr LLP on

The coronavirus (COVID-19) outbreak has given reason for us to not only make sure our estate plans reflect current wishes, but also to seek potential opportunities for smart tax planning. In the words of Albert Einstein,...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – New Retirement Account Rules: Should You Re-Visit Your Estate Planning Documents?

Farrell Fritz, P.C. on

Under the SECURE act, which was passed by Congress just before Christmas, the new starting age to take Required Minimum Distributions (“RMD’s”) from tax-deferred retirement accounts (exs. an IRA, a 401(k), hereinafter “IRAs”...more

Stinson LLP

SECURE Act Impact on Estate Planning

Stinson LLP on

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was made a part of the appropriations bill late in 2019 and was signed into law on December 20, 2019....more

McNees Wallace & Nurick LLC

McNees Insights – Estate Planning: March 2020

McNees Wallace & Nurick LLC on

The current year sees us coming off a good year in the stock market and an economy that is strong. However, in November there is another presidential election cycle, which could bring change to which political party controls...more

Downs Rachlin Martin PLLC

Significant Changes to Required Minimum Distributions from Inherited Retirement Accounts May Affect your Estate Plan

Downs Rachlin Martin PLLC on

Effective January 1, 2020, the rules regarding distributions from inherited retirement accounts have changed significantly. Under prior law, a so-called “designated beneficiary” of a retirement account could receive...more

Polsinelli

Estate Planning Impact Of The Secure Act

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The ‘Setting Every Community Up for Retirement Enhancement’ Act (the “SECURE Act”) was signed into law on December 20, 2019 and became effective January 1, 2020....more

Chambliss, Bahner & Stophel, P.C.

If Your Estate Plan Includes IRAs, a New Law Means It Is Time to Reevaluate

Chambliss, Bahner & Stophel, P.C. on

Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...more

Troutman Pepper

Estate Planning Implications of the SECURE Act

Troutman Pepper on

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act substantially changes the law applicable to IRAs and other retirement vehicles....more

Perkins Coie

SECURE Act Presents Planning Challenges and Opportunities for Retirement Accounts

Perkins Coie on

The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was signed into U.S. law on December 20, 2019. The SECURE Act makes significant changes to the administration of IRAs and other tax-deferred...more

Farella Braun + Martel LLP

Your Retirement Planning and the SECURE Act

Farella Braun + Martel LLP on

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more

Buckingham, Doolittle & Burroughs, LLC

How SECURE is your estate plan?

Buckingham, Doolittle & Burroughs, LLC on

Secure Act may significantly impact your beneficiaries. Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (known as the “SECURE Act”) will impact many individuals with retirement plan...more

Lewitt Hackman

Why Should I Get My Estate Planning Done Now?

Lewitt Hackman on

Last Sunday I learned that my mother’s dear friend who is very active, hikes daily, gardens daily, does senior yoga weekly, eats a healthy diet, and has many volunteer and social commitments that keep her happy, went on a...more

Ward and Smith, P.A.

The SECURE Act: Elimination of the Stretch IRA

Ward and Smith, P.A. on

The "Setting Every Community Up for Retirement Enhancement Act of 2019" ("SECURE Act"), which Congress passed at the end of 2019, included changes that may significantly affect how your retirement accounts fit into your...more

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