Do Your Documents Reflect Your Current Thinking?
Do your estate planning documents reflect your current thinking? If they do not, or you are unsure if they do,...
Updating Your Estate Planning Documents: Fiduciary Trust International
In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate...
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of...
Someone Trying To Get You To Review Your Estate Planning Documents?
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your...
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip Robin A. Lloyd, Sr.,...
Distribution of IRA
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip Robin A. Lloyd, Sr., J.D.
Stepped Up Basis
Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...
Estate Tax Exemption
Will the Estate Tax Exemption and tax rate continue until 2025? #TuesdayTip Robin A. Lloyd, Sr., J.D.
Your Estate Plan at the Second Death
Does your Estate Plan provide for a stepped up basis at the second death? #TuesdayTip Robin A. Lloyd, Sr.,...
Income Tax on Your Trust
IS YOUR TRUST GOING TO BE SUBJECT TO OUT OF STATE INCOME TAX AFTER YOU DIE ? Maybe. ...