Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as...
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Internet Privacy What personal information is available on the Internet? What can be done to remove it? How can we protect our clients against having their information on the Internet in the first place?...
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Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-se...
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Biden is the President-Elect, and the House is Democratic. At this juncture, we now know that the Senate is split so that the tie vote is cast by Vice President-elect Harris How might this planning be modifie...
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The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it...
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The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it...
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Great risk and greater uncertainty due to the pandemic often means lower values and greater valuation discounts. In the current economic environment, investors face unprecedented degrees of risk and uncertainty...
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Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low-interest rates and suppressed asset values. But there is much more to how GRATs should be used in...
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Join Jonathan G. Blattmachr as he discusses 8 Tech Traps and Tips Every Practitioner Must Know...
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