Estate Planning Opportunities Under SECURE 2.0
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We will admit that it feels odd to speak about “The SECURE Act 2.0” when it feels like we are…
Read More24 Jan
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15 Dec
4 IRA Rules You Should Know From the SECURE ACT of 2020
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The SECURE ACT of 2020 set forth new rules for inherited retirement accounts (“IRAs”), but there was confusion as to…
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7 Strategies for the Holiday Gifting Season and Beyond
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Gift-giving season is approaching—not only for those who celebrate the holidays by exchanging wrapped presents but also for families wrapping…
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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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