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Estate Planning

February 27, 2022

IRS issues notice regarding early retirement withdrawal rules

The IRS has issued Notice 2022-06, providing guidance on whether periodic payments from an individual account under a qualified retirement plan are…

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February 13, 2022

Basics of cryptocurrency

Understanding Cryptocurrency Cryptocurrency is a digital asset that is created and traded online. Computer operators called miners establish new units of the digital currency…

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December 29, 2021

WSJ article addresses elder abuse increase during COVID pandemic

In a recent article, the Wall Street Journal investigated the increase in elder abuse which has occurred during the last two years. …

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December 28, 2021

IRS Releases 2022 Annual Exclusion and Estate, Gift, and Generation-Skipping Transfer Tax Exemption Amounts

On November 10, 2021, the Internal Revenue Service (IRS) issued Rev. Proc. 2021-45, which provides inflation adjustments for sixty-two sections of the Internal…

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May 31, 2021

What is a grantor trust and will it help me?

When we give gifts in trust, the trusts can be irrevocable, or permanent (and not easily amended), but clients also need to…

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April 30, 2021

An estate plan is a great gift for your adult children

In a recent WSJ article, Malcolm Butler, president and CEO of the The Fiduciary Group in Savannah GA, argues that giving an estate…

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Millenials discover a purpose for prenups

In a recent WSJ article, the authors recognize the recent trend of millenials embracing prenuptial agreements, but for reasons their parents would not…

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July 24, 2020

Basis planning

Before the increase in the federal estate tax exemption amount, brought in by the enactment of the American Taxpayer Relief Act (ATRA)…

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March 17, 2020

SECURE Act considerations

Under the new SECURE Act, effective January 1, 2020, various IRA and qualified plan rules, long applicable to planning, have changed. First,…

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September 27, 2019

Some thoughts on selecting fiduciaries

Fiduciaries can hold a lot of power when it comes to the successful execution of one’s estate plan—they make crucial financial decisions,…

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