Estate PlanninG
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Blog Posts in June, 2024

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  • Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals
    Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals

    The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax ...

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  • When and How to Make Updates to Your Estate Plan as Life Changes
    When and How to Make Updates to Your Estate Plan as Life Changes

    Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But ...

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  • What Jay Leno’s Conservatorship Proceedings Can Teach Us About Planning for Incapacity
    What Jay Leno’s Conservatorship Proceedings Can Teach Us About Planning for Incapacity

    When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but unable to ...

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  • An Update on the Corporate Transparency Act
    An Update on the Corporate Transparency Act

    Under the Corporate Transparency Act (CTA), which took effect January 1, 2024, many business entities including small limited liability companies (LLCs) and partnerships are required to file reports ...

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