When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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The Beauty and the Beast of the Estate Tax RulesWith the passage of the American Tax Relief Act of 2012 (ATRA), Congress finally made the estate tax rules permanent. We ... Estate Planning
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When Charitable Giving Goes GlobalIncreasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. ... Business
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Health Care Costs – Location, Location, LocationIt's no secret that the tab for health care in America is soaring. But did you know that what you pay for health care ... Estate Planning
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Fiscal Cliff Falls on the Charitable “Rich”There is much confusion and misinformation about the impact of the "fiscal cliff" tax law on charitable giving. ... Charitable Gifting
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Charitable Giving Slows for UberwealthyAmerica's billionaires gave less in 2012 than in 2011, a new Chronicle tally shows. Well in the wake of confetti and ... Fiscal Cliff
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Testing Trustee TemperamentExplore the importance of trustee temperament in trust management. Learn how trustee mindsets impact decisions and why selecting the right trustee is crucial.
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IRA Charitable Rollover – A Powerful Win-Win in Los Angeles CaliforniaAs part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA ... Charitable Gifting
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Search for a Long-Term Care SolutionThe New Year's Day budget agreement to avoid the fiscal cliff includes two key measures that could be critical to people ... Estate Tax
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Fiscal Cliff Deal Revives the Ever Popular Energy Tax CreditLearn how the fiscal‑cliff deal revives energy tax credits: what it means for clean energy, savings incentives, and your eligibility under US tax law.
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Some Surprising “Winners” in Fiscal Cliff DealExplore surprising winners of the U.S. fiscal‑cliff deal, including small businesses, doctors, energy sectors, entertainment, and even NASCAR interests.
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Fiscal Cliff Deal Expands Roth 401(k) Conversion EligibilityDiscover how the fiscal‑cliff deal expands eligibility for converting a traditional 401(k) into a Roth 401(k), and why paying tax now may pay off later.
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Fiscal Cliff Deal Opens Door to Last-Minute Charitable ContributionsThe fiscal‑cliff deal allows last‑minute charitable contributions, offering potential tax benefits and strategies to maximize your 2025 donation impact.
