by Amy | Dec 26, 2019 | Publications
On December 19, 2019, and in order to avoid a government shutdown, Congress passed appropriations bill H.R. 1865, known as the “Further Consolidated Appropriations Act, 2020”, and the President has now signed it into law. This appropriations bill also... by Amy | Feb 20, 2019 | Publications
Changes in tax legislation may cause adverse income tax consequences for heirs if a current estate plan provides for the establishment of a “Credit Shelter Trust” at the first spouse’s death. Prior to the change in law, a Credit Shelter Trust was a good estate... by Amy | Oct 31, 2017 | Publications
Here’s a brief glance at what you’ll find in the November / December 2017 issue of The Estate Planner. Estate planning for second marriages: 5 tips to consider For traditional nuclear families, the goal of estate planning is usually straightforward: Leave... by Amy | May 2, 2017 | Publications
Here’s a brief glance at what you’ll find in the May/June 2017 Estate Planner. Planning for long-term care No matter how diligently people prepare, their estate plans can quickly be derailed if they or other loved ones require long-term home health care or an... by Amy | Mar 6, 2017 | Publications
Here’s a brief glance at what you’ll find in the March / April 2017 Estate Planner. Keeping the family business in the family Transferring a family business to the next generation requires a delicate balancing act. Estate and succession planning strategies... 
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