Archive: Client Alert

Whenever there is a change to estate tax laws, it can be particularly consequential to our clients. Assets that comprise a Decedent’s (deceased person’s) “taxable estate” are assets considered under the Decedent’s control as of the date of his/her death.  Assets under a Decedent’s control and part of his/her taxable estate may be exposed to...

Our local courts have responded to the COVID-19 pandemic in a variety of ways designed to protect the public, and Court staff, while continuing operations as much as reasonably and safely possible. This has resulted in delayed case resolution in some instances, and we expect the backlog of cases presently pending in the courts will...

As we age, the adage “you can’t take it with you” begins to hit home.  Indeed, many of our estate planning clients consider inter vivos (during lifetime) gifts to family members as part of their estate planning. Let’s bust three of the most common myths that exist about lifetime gifting.   Myth 1 – The recipient of...