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Tax Cuts and Jobs Act (TCJA) Sunset Provision

Sunsets are good when you are with loved ones on the beach but bad when it is your last sunset.  Beginning in 2026, the IRS will sunset the limits for many tax brackets and exemption amounts. Here are a few items of note: • Tax brackets will draw back – this means...

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Are Revocable Trusts the New Estate Planning Craze?

In my previous life, as a practicing estate planning attorney, I would often joke with clients who brought me their documents for review. When this review included a revocable trust, I would often ask the age (or retirement date) of their previous planner. As was the...

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2024 Uncertainty Highlights Need for Estate Plan Flexibility

It's important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes. Originally published on Kiplinger.com January 22, 2024 There is something special about starting a new year....

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How Regular Families Could Be Affected if Tax Cuts Expire

You don’t have to have a large estate to see a significant impact on your taxes once provisions in the 2017 Tax Cuts and Jobs Act sunset (if Congress doesn’t act). Originally published on Kiplinger.com January 03, 2024 Much will be written about the coming sunset of...

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14 Rapid-Fire Estate Planning Tips

There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death. Originally published on Kiplinger.com November 08, 2023 Have you ever...

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What Do No-Contest Clauses Have to Do With Undue Influence?

No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence. Originally published on Kiplinger.com September 01, 2023 There are two ways to approach defending your last will...

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