Retirement Plan Trust
February 27, 2019
Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away
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Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away
Article written by M. Eldridge Blanton III, Esq. BACKGROUND The Tax Cuts and Jobs Act of 2017 (TCJA) took effect on January 1, 2018. Taxpayers
Article written by Kevin O’Donnell, Esq. Everyone likes receiving gifts but most do not associate gifting with estate planning. Many of our clients use gifting
Article written by Kevin O’Donnell, Esq. Assisted living facilities and nursing homes have become astonishingly expensive. If you are a
Effect of the Midterm Elections on Your Estate Plan Article provided by WealthCounsel; Content edited and modified by Stephen M. Watson, Esq. Estate planning
Article written by Stephen M. Watson, Esq. For clients who are married, most often they want their assets to go something like this: First, to the
Article written by Trey T. Parker, Esq Estate planning is more than transferring wealth – it is about people. Depending on your situation, this may
Article provided by WealthCounsel; Reviewed & edited by James W. Garrett, Esq. Most of us do not expect to be sued. However, lawsuits are filed
Article written by Kevin O’Donnell, Esq. Introduction A recent study estimated that 60-70% of Americans between the ages of 18-52 have no estate plan.
Article written by Trey T. Parker, Esq. In discussing estate planning with my clients, this question sometimes arises during a consultation – “Is there a
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