It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read this post by my friend and colleague Steve Hartnett, an estate planning expert, to learn more about the prevalence of unexpected deaths and an example of what can happen without planning.
- The SECURE Act – the Gift That Keeps On Giving - September 27, 2023
- Understanding the Importance of the Simultaneous Death Act - September 25, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 23, 2023