News & Analysis as of

Estate Planning Spousal Access Trust

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Genova Burns LLC

End of the Year Gifting May Be Particularly Important this Year

Genova Burns LLC on

With the end of the year quickly approaching and the 2020 election largely behind us, it is a good time to revisit important estate planning strategies to protect and preserve your wealth for future generations. At...more

Baker Donelson

Estate Planning Alert: Take Advantage of 2020 Planning Opportunities Now

Baker Donelson on

If you are a high-net worth individual, 2020 may be the time to take advantage of the opportunity created under a confluence of low applicable federal rates, valuation opportunities, and the temporarily increased Unified...more

Bass, Berry & Sims PLC

The COVID-19 Pandemic and Personal Planning

Bass, Berry & Sims PLC on

The coronavirus (COVID-19) has impacted the lives of millions across the globe, causing the loss of loved ones and livelihoods and heightening concerns for health and personal and financial safety. In these uncertain times,...more

Katten Muchin Rosenman LLP

2012 Year-End Estate Planning Advisory

Now that the election is over, we anticipate having some guidance soon with respect to the numerous tax and planning issues that have been mired in uncertainty for the past two years. Many tax benefits are scheduled to...more

Womble Bond Dickinson

Gift Planning Before The End Of 2012

Womble Bond Dickinson on

An unprecedented opportunity to make gifts and transfer wealth to family members is set to expire at the end of 2012. The 2010 Tax Act made substantial changes to the federal gift, estate, and generation-skipping transfer...more

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