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What You Need to Know About the IRS Rule Change in Irrevocable Trusts
Estate planning is a critical component of financial security, yet it often involves navigating a maze of tax regulations and legal considerations. One recent change in IRS regulations has significant implications for those using irrevocable trusts as part of their...
Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence
As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the event of incapacity. An estate...Family Feuds and Tax Troubles: The Complex Challenges Facing the Michael Jackson Estate
June is the month on our calendars regarded by many as an important time to honor, remember, and celebrate fathers and father figures around the country every year on Father’s Day. But few know that June is also home to World Music Day, celebrated every June 21st,...
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult,...
