Considerations for Changing Your Residence or Domicile
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The COVID-19 pandemic has made remote work more accessible and led many people to reevaluate their priorities and rethink where…
Read More21 Jul
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18 Jul
Charitable Planning with Retirement Accounts
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Charitable planning is an important element for many estate plans – whether your primary purpose is minimizing the estate tax…
Read More13 Jun
How to Manage a New or Future Inheritance
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The term “windfall” was first coined in the 15th century to equate unexpectedly good fortune with fruit falling from the…
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07/2022 Considerations for Changing Your Residence or Domicile 06/2022 Estate Planning for College Students 05/2022 Tom Sessa is now a member of the Florida Bar! 04/2022 What are gift tax returns and who needs to file them? 03/2022 How to Inventory Your Assets 02/2022 The Best Practices for Irrevocable Trusts 01/2022 Education Funding 12/2021 Proposed Estate Tax Law Changes 11/2021 How to Reduce Estate Tax Exposure 10/2021 Qualified Charitable Distribution (QCD) 09/2021 5 Things You Should Do Now 08/2021 The Latest Legal News & Updates 07/2021The Latest Legal News & Updates 06/2021 When To Update Your Estate Plan & Tax Considerations 05/2021 Understanding Charitable Giving 04/2021 The Top 5 Benefits of a Trust 03/2021 How to Protect Digital Assets in Your Estate Plan 02/2021 The latest on Estates & Trusts 01/2021 2021 Federal Gift & Estate Tax Exemption Update 12/2020 Life Insurance & Uncontested Guardianships 11/2020 What Happens If You Die Without A Will 10/2020 Take Advantage of the Best Federal Gift & Estate Tax Rates Now 09/2020 Revocable vs. Irrevocable Trusts 08/2020 Estate Planning For College StudentsSubscribe to our newsletter
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