How Remote Are Remote Contingency Provisions? As an estate planning attorney, it is my job to talk about death and taxes in a very matter of fact manner. When I sit down with my clients to design their documents, I try to take emotions out of the conference room as we go through what should happens at first death or second death. When we come to the final part of the Will design, I ask […]
Read More »Categories
- Advisor Events (1)
- Client Events (1)
- Estate Planning (3)
- Uncategorized (6)
Archive
Tags
abandoned propertyaccounts
capital gains
class A beneficiaries
cost basis
death
entire family
Estate Planning
estates
freezing of assets
gift tax
Heckerling
incapacity
income tax planning
increased exemptions
inheritance tax
kiddie tax
legal zoom
lien
life insurance
line
loved ones
managing basis
marginal rate
missing money
new tax laws
non-probate
non-probate assets
old tax environment
Powers of Attorney
probate
probate assets
remote contingency clause
revocable living trusts
roth IRAs
SALT deductions
Service business providers
sudden death
Tax Cuts and Jobs Act of 2017
trusts
unclaimed property
wills