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Greensfelder, Hemker & Gale
Under current law, in 2023 individuals are able to give away during their lifetime, or pass along to others at their death, up to $12.92 million in assets...
Vandenack Weaver Truhlsen
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST)...
Vandenack Weaver Truhlsen
Mike's practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law...
Vandenack Weaver Truhlsen
Providing autonomy and dignity during the estate planning process can be challenging. On today's episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC...
Vandenack Weaver Truhlsen
On today's episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM's Washington National Tax...
Vandenack Weaver Truhlsen
Welcome to today's episode with our guest Joy Matak, a partner at SAX, an accounting firm offering Tax Advisory Solutions. On this episode, Joy and our host Mary Vandenack, CEO, Founder, and Managing Partner...
Vandenack Weaver Truhlsen
On today's episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Eryka Morehead, President and CEO of Collaborative Planning Group, Inc.
Vandenack Weaver Truhlsen
Split-dollar life insurance is a strategy, not a product. It is used in employer/employee arrangements and in estate planning.
Proskauer Rose LLP
The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the same as the August 2023 rate.
Ward and Smith, P.A.
Some are quick to dismiss asset protection trust planning as too complex or unnecessary. For those not in a "certain tax bracket," this type of planning may seem like an over-reach...
Unruh Turner Burke & Frees
A bear market in stocks and a sub optimal economy battered by multiple negative factors may be painful, but it can create the right circumstances for an estate planning opportunity...
Pryor Cashman LLP
Pryor Cashman is pleased to announce that Paul E. Van Horn and Erica Howard-Potter have joined the firm as partners in the Trusts + Estates Practice and Private Client Group.
Unruh Turner Burke & Frees
In Part One of this article, we explored why bad markets and even a recession offer some unique and powerful estate and wealth protection planning opportunities.
Hopkins & Carley
In this segment of Money Matters, Liam O'Connor provides an overview of the steps creditors must take to enforce their claims against a deceased debtor's estate.
Foley & Lardner
Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with John Litchfield, Labor & Employment group partner, for a 10-minute interview...
ORBA
One of the many questions that can arise after the death of a loved one regards the future ownership of their home — and how the transfer of that home can affect the tax liability of the new owner...
Gallet Dreyer & Berkey
Without proper estate planning, 58% of respondents have experienced family disputes and had assets fall under court control.
Wilson Elser Moskowitz Edelman & Dicker LLP
As Wilson Elser recently reported, the Illinois Wrongful Death Act (740 ILCS 180/1, et seq.) and Probate Act (755 ILCS 5/27-6) were amended to allow plaintiffs to recover punitive damages...
Ward and Smith, P.A.
With the summer almost in the rearview, gift-giving may not feel like a top priority. From a tax planning perspective, however, it might be the perfect season to consider making substantial gifts to benefit your family.
Unruh Turner Burke & Frees
As a team of very experienced trust, estate, and wealth preservation lawyers, paralegals and client service representatives, we have helped over ten thousand clients to design estate plans...
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