You might not have read much about the Corporate Transparency Act (usually referred to as the CTA). The law, adopted by Congress on January 1, 2021, was part of a much bigger legislative package. Actually, its history is even more
Need a summer project? We have one for you: Get your digital life in order.
An increasingly large part of our everyday lives happens the digital space. The Covid-19 pandemic accelerated our use of digital tools across the board. We
Charitable gifts are important to many of our clients. We encourage charitable inclinations, of course. But how can you make a gift to your favorite charity most efficiently?
Lifetime charitable gifts
Of course, one way to make a gift is
That’s May just around the corner, which means it’s when we like to survey elder law news and commentary and share interesting developments. For the April review, we learn (again) that a lot of people don’t have estate plans, that
Electronic wills were all the rage in estate planning discussions in 2018 and 2019. In that two-year period, four states adopted new statutes allowing for digital or electronic signing of wills. In order, Nevada, Indiana, Arizona and Florida pushed technology
Clients know things change. And one common question in an estate planning meeting is: “Can I change my mind?” Quickly followed by, “Will you charge me for that?” Yes, probably. And yes.
As we all know, life goes on. Every
The settlor of a trust — the person (or, often, the two people) who signed the trust — of course gets to set the terms of distribution. In fact, one of the key elements of trust law is to determine
Last month the Internal Revenue Service took a major step in interpreting the SECURE Act of 2019. The SECURE Act clarifications are helpful. They are also confusing.
The SECURE Act (recap)
To review: in the closing days of 2019, Congress
When an aging person creates or changes their estate plan, children, caregivers, friends often tag along to “help.” Most of the time, an estate planning attorney will request that the helper stop helping–not participate at all. A new court decision
The story is sadly familiar. An elderly individual, seeking to get estate planning done inexpensively, seeks legal help from a non-lawyer paralegal. The paralegal identifies himself as a “Certified Senior Advisor”, 0r CSA. But what he really does is to