January 5, 2024 - Estate Planning & Probate Attorneys

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JEFFREY EPSTEIN’S ESTATE – 3 LEGAL ISSUES LEFT TO BE DECIDED

by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Trusts, Wills

Jeffrey Epstein’s signing of a Will two days before his suicide leaves many legal issues that I hypothesize will take more than a decade to decide. By creating a “pour-over Will” into a trust he created, we know that he has planned for privacy regarding who are his...

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s...

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