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Roth Conversions Estate Planning

Polsinelli

Estate Planning During Periods of Inflation and Market Volatility

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Earlier this year the stock market entered bear market territory.  This happens when the market declines more than 20% or more from its most recent high.  The market decline has been attributed to several factors including...more

Coblentz Patch Duffy & Bass

2020 Tax Planning: Techniques that May Not Exist in 2021

Major tax reform discussions are ongoing in Washington and Sacramento while everyone at home is busy navigating the pandemic. Many commentators are predicting that budgetary pressures resulting from the COVID-19 stimulus...more

Mitchell, Williams, Selig, Gates & Woodyard,...

Estate Planning Opportunities Amid COVID-19

As we all cope with the new challenges posed by COVID-19, we wanted to review opportunities currently available amid this unusual time. ESTATE PLANNING - The current pandemic has caused U.S. markets to lose...more

Williams Mullen

[Webinar] Wealth Transfer Planning During the Pandemic: Change and Opportunity - April 2nd, 2:00 pm - 3:00 pm EST

Williams Mullen on

Our world has undergone a relatively immediate and significant change as a result of the COVID-19 pandemic. Businesses, financial markets, schools, health care systems, tax laws, and our daily lives have changed and been...more

Sheppard Mullin Richter & Hampton LLP

Estate Planning In Turbulent Times

As we all learn to cope with the unprecedented changes to our daily lives imposed by the COVID-19 crisis, we want to assure you that the Sheppard Mullin estate planning team is thinking of you and stands ready to assist you...more

Snell & Wilmer

Tax and Estate Planning in the Current Environment

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In response to the COVID-19 pandemic and the resulting financial market turmoil, taxpayers are left with many questions regarding their obligations and the future of their holdings. In the near term, taxing authorities across...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Year End 2019: The clock is running - Why now may be the time to make a Roth IRA conversion

Roth IRAs offer significant financial and estate planning benefits. If a person has a substantial balance in a traditional IRA and is considering converting it to a Roth IRA, there may be no better time than now. This article...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Year End 2019

We are pleased to present the Year End 2019 issue of Insight on Estate Planning We encourage you to read through it for ideas about ways you can minimize taxes on your estate and maximize its value for your loved ones. In...more

Shumaker, Loop & Kendrick, LLP

"The Estate Planner" – July/August 2013

In this issue: - The BDIT: Have Your Cake And Eat It Too - Should You Consider A Roth IRA Conversion? - Using An FLP As An Income Tax Planning Tool - Estate Planning Red Flag – Your Will Contains...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - February/March 2013: Fiscal cliff deal brings some certainty to estate planning

Congress’s eleventh-hour deal to avert the “fiscal cliff” produced the American Taxpayer Relief Act of 2012 (ATRA). The act focuses on income taxes, but it also provides much-needed certainty for people engaged in estate...more

Poyner Spruill LLP

Estate Planning After the American Taxpayer Relief Act

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Congress adopted the American Taxpayer Relief Act (the Act), effective January 1, 2013. The Act made permanent tax rates and exemptions for estate, gift, and generation-skipping transfer (GST) taxes. Prior laws incorporated...more

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