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Revocable and Irrevocable Trusts – What’s the Difference?

While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and irrevocable trusts. When it comes to estate planning, these two types of trusts are discussed most often. However, the differences between these types of trusts—and when (and how) they should be used—is where [...]

By |2021-08-23T10:39:50-07:00August 17th, 2021|Estate Planning|0 Comments

Digital Estate Planning: The Importance of Planning for Your Virtual World

We live in a digital world, where almost everyone has an online presence, as well as multiple passwords across multiple platforms. Even to simply sign on to a computer or cell phone normally requires some sort of password...with an uppercase letter, lowercase letter, number and a special character involved. By including digital assets in [...]

By |2021-07-26T08:15:42-07:00July 26th, 2021|Estate Planning, Power of Attorney|0 Comments

How Biden’s Tax Proposal Changes Could Affect Your Estate Plan

While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and gift tax exemption to its pre-Tax Cuts and Jobs Act (TCJA) amount of $5.85 million, and to increase capital gains taxes on upper-income individuals (among other provisions). Instead, when he announced the “American Families [...]

By |2021-06-03T16:29:41-07:00June 3rd, 2021|Estate Planning|0 Comments
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