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Determining and defining who is an heir, issue, descendant, child or grandchild is vital to determining who will inherit your estate.
Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.
While the new year presents a range of new financial challenges, it also presents changes to the personal circumstances of the investor that should inform the creation of review of an Estate Plan.
During 2022, COVID-19, the war in Ukraine, global inflation, the Tax Cuts and Jobs Act (TCJA), the uncertainty about the Build Back Better Act (BBBA), the Corporate Transparency Act...
During 2022, COVID-19, the war in Ukraine, global inflation, the Tax Cuts and Jobs Act (TCJA), the uncertainty about the Build Back…