3 March
This is probably the first of many newsletter editions talking about this. What exactly, am I talking about? The 2026 federal estate tax reversion. What is that? Great question! Here’s.
This is probably the first of many newsletter editions talking about this. What exactly, am I talking about? The 2026 federal estate tax reversion. What is that? Great question! Here’s.
A few weeks ago I wrote about some new reporting LLC rules and how the headline for the changes was “anonymous LLCs go away” but the fact is not much.
Today’s blog is dual purpose. Purpose #1 is to give kudos to all of you receiving this that have completed your estate plan. Purpose #2 is to show you a.
We talk to a lot of people about estate planning. It’s our job. :) And a lot of those conversations involve people interested in eliminating all estate taxes they might.
Happy New Year! Well, tomorrow, at least. :) I thought I’d close out this year by letting you see inside the Kimono and get a peek at what we’re focusing.
Merry Christmas! No big message or lesson today – I just hope Santa brought you something special. :) And, a reminder (okay one small message) – you only get so.
Happy Sunday! If you are like me and follow a bunch of CPAs and attorneys on TikTok, then you can’t go a video or two without someone making a video.
Happy Sunday! I hope you enjoyed last month’s theme – ILITs (irrevocable life insurance trusts). But, November is over, so it’s time for a new topic! This month, since it’s.
Happy Sunday! Before I get to the good stuff I wanted to take a moment to wish you a Happy Thanksgiving! I always love to take a minute around this.
Happy Sunday! This is week two of our ILIT (irrevocable life insurance trust) deep dive. As I’m sure you remember, an ILIT basically works like this: 1. The grantor creates.