News & Analysis as of September 19, 2024

Estate Planning › Custodians

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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 -

Trust Me. You Need a Trust.

DarrowEverett LLP on 11/9/2022

So, you finally sat down to start your estate plan but have heard so many conflicting points about wills and trusts that you don’t know where to start. If you are choosing between a trust and a will, you’re not alone. One of...more

Estate Planning in the 21st Century

Lasher Holzapfel Sperry & Ebberson PLLC on 2/1/2022

On January 1, 2022, the Washington Uniform Electronic Wills Act (“Act”) took effect and in so doing brought estate planning documents into the 21st century. The Act modifies existing requirements in order to enable people to...more

Have You Forgotten to Plan for Future Management of Your Digital Assets?

Saul Ewing LLP on 8/24/2019

Digital assets are owned by almost everyone. Unfortunately, most of us have not planned for future management of those assets by our family....more

Estate Planning for Millennials and the “Middle Class”

McNees Wallace & Nurick LLC on 3/27/2018

With all the changes in the new tax laws, some people may be hesitant to move forward with an estate plan. It is important, however, to keep in mind that most clients will not be subject to the federal estate tax and...more

California Passes Revised Uniform Fiduciary Access to Digital Assets Act

Robinson+Cole Data Privacy + Security Insider on 9/30/2016

On September 24, 2016, the Governor of California approved the California Revised Uniform Fiduciary Access to Digital Assets Act, which “would authorize a decedent’s personal representative or trustee to access and manage...more

New Law Deals With Digital Assets After Death

Snell & Wilmer on 9/20/2016

In an article earlier this year we noted that at a large number of states had introduced legislation to address an emerging issue that is unique to our Information Age: how will our digital assets be accessed and used (or...more

All Assets Are Not Created Equal When It Comes to IRA Rollovers (PLR 201547010)

BCLP on 6/21/2016

When the taxpayer in PLR 201547010 decided to invest his IRA assets in a partnership, he forgot to check whether his IRA provider was able to hold an interest in a partnership as an investment in the IRAs for which it served...more

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