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The Power of Planning Podcast: Revocable Living Trust

The Power of Planning Podcast: Revocable Living Trust

This podcast is designed to educate and empower listeners by offering a detailed discussion of the various legal considerations associated with the planning process for all different types of planning, including estate planning, government benefits planning, special needs planning, retirement benefits planning, asset protection planning, tax planning, charitable giving planning, Veterans benefits planning, and planning … Read more

The Power of Planning Podcast: Charitable Giving

The Power of Planning Podcast: Charitable Giving

This podcast is designed to educate and empower listeners by offering a detailed discussion of the various legal considerations associated with the planning process for all different types of planning, including estate planning, government benefits planning, special needs planning, retirement benefits planning, asset protection planning, tax planning, charitable giving planning, Veterans benefits planning, and planning … Read more

The Power of Planning Podcast: Planning for Lifetime Incapacity

The Power of Planning Podcast: Planning for Lifetime Incapacity

This podcast is designed to educate and empower listeners by offering a detailed discussion of the various legal considerations associated with the planning process for all different types of planning, including estate planning, government benefits planning, special needs planning, retirement benefits planning, asset protection planning, tax planning, charitable giving planning, Veterans benefits planning, and planning … Read more

Potential Estate Tax Law Changes To Watch in 2021

Potential Estate Tax Law Changes To Watch in 2021

The House Ways and Means Committee released tax proposals to raise revenue on September 13, 2021, which included notable changes to income tax and estate and gift tax. However, on October 28, and then again on November 3, the House Rules Committee released revised proposals after substantial congressional negotiations that surprised many estate planning advisors. … Read more

Estate Tax Landscape for 2021 and Beyond

Estate Tax Landscape for 2021 and Beyond

Now that former Vice President Joe Biden is projected to be the President-elect, we can start to focus on the policy changes that may be coming. For months commentators have attempted to predict the economic and tax changes that would likely occur under President-Elect Joe Biden’s administration, and while the details are still to be … Read more