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Blogs , Wills, Trusts & Estates Blog
This blog is provided to you as part of the service that we provide to our clients in connection with estate planning. It is intended to advise you of a significant change in the manner in which inherited retirement accounts are treated and the unintended consequences that may result if […]
Blogs , Wills, Trusts & Estates Blog
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act. Beginning on January 1, 2020, the SECURE Act implements substantial policy changes to retirement accounts. The Act is designed to increase retirement savings, including (i) making it easier for […]
Mountain Lakes Living Magazine, November 2018 There are numerous challenges when dealing with succession of wealth, especially when blended families are involved. Therefore, estate planning attorneys must be mindful when preparing estate plans for blended families. The easiest way to illustrate the issue is by recalling the marriage of Mike […]
Mountain Lakes Living Magazine, May 2019 If you are charitably inclined, you might want to think about how you give to charity in 2018, and into the future. As a result of the changes that went into effect as part of The Tax Cuts and Jobs Act (TCJA), you may […]
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