vlmonroe
ARE YOU READY FOR THE SON OF SECURE?
Monday, May 10, 2021 By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport On May 5, the House...
top of page
Search
vlmonroe
- May 16, 2021
- 4 min
Gifts of Securities, Cash by U.S. Resident to French Resident Exempt up to $11.7M
May 14, 2021, 3:00 AM Gifts of securities or cash from a U.S. tax resident to a French tax resident may be exempt from French gift tax up...
68 views0 comments
vlmonroe
- Apr 29, 2021
- 29 min
Fact Sheet: The American Families Plan
APRIL 28, 2021 • STATEMENTS AND RELEASES Today, President Biden announced the American Families Plan, an investment in our kids, our...
2 views0 comments
vlmonroe
- Apr 2, 2021
- 5 min
Some Random Musings About Single-Member LLCs Versus Multiple-Member LLCs
Jay AdkissonContributor Personal Finance I cover Wealth Preservation in its legal permutations At least once a month, I get a call from...
10 views0 comments
vlmonroe
- Mar 6, 2021
- 3 min
Zappos’ Tony Hsieh Death With No Will Adds Fees, Public Filing, Taxes
Robert W. WoodContributor Taxes Worth an estimated $700 million, former Zappos CEO Tony Hsieh reportedly died without a will. Reports...
1 view0 comments
vlmonroe
- Mar 6, 2021
- 4 min
5 Tactics for Required Minimum Distributions
Mar 1st, 2021 by jblankenship. So – you’ve reached that magic age, 72 (used to be 70½), and now you’ve got to begin taking the dreaded...
4 views0 comments
vlmonroe
- Mar 2, 2021
- 4 min
Mistakes IRA Beneficiaries Are Making After The SECURE Act
Bob CarlsonSenior Contributor Retirement More than a year has passed since the Setting Every Community Up for Retirement Enhancement...
3 views0 comments
vlmonroe
- Feb 14, 2021
- 2 min
What Happens to a Revocable Trust When a Settlor Loses Capacity?
February 8, 2021/in Administration of Trust, Fiduciary Discretion, Fiduciary Duties, Fiduciary Litigation, Trustee/ by Richard Kiely As...
35 views0 comments
vlmonroe
- Jan 29, 2021
- 3 min
5 Ways A Democratic Controlled White House, Senate And House Could Affect Your Estate Planning
Christine FletcherContributor Retirement Estate planning attorneys were inundated at the end of 2020 with year-end gifting. Many people...
0 views0 comments
vlmonroe
- Jan 9, 2021
- 6 min
With Adult Children Home, Now’s the Time: Talk About Your Money
Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives. ...
3 views0 comments
vlmonroe
- Dec 31, 2020
- 13 min
Celebrity Estate Planning: Misfires of the Rich and Famous
RPTE Probate & Property September/October 2020, Vol. 34, No. 5 By Jessica Galligan Goldsmith, David Choi, Loretta A. Ippolito, Christiana...
13 views0 comments
vlmonroe
- Dec 20, 2020
- 4 min
Estate Planning: Establishing A Sustainable Legacy In Uncertain Times
Sonya Thadhani MughalForbes Councils Member Forbes Finance CouncilCOUNCIL POST| Membership (fee-based) Money In the world of financial...
2 views0 comments
vlmonroe
- Dec 5, 2020
- 2 min
How Ancestry Kits Upend Estate Plans and Create Estate & Trust Litigation
Randall, son of Johnny, gave his sister Twyla a 23 and Me ancestry kit as a gift in order to learn more about their genes. The gift came...
0 views0 comments
vlmonroe
- Nov 22, 2020
- 4 min
With 250,000 US deaths, COVID-19 is triggering more end-of-life planning – and young people want in
In homes across the U.S., families increasingly know someone who has been sick or hospitalized with COVID-19. The death toll passed a...
1 view0 comments
vlmonroe
- Nov 8, 2020
- 3 min
Estate Planning Secrets: How To Avoid Probate
Russel Morgan08:20am EDT Estate Planning & Probate Lawyer. Founder of Morgan Legal Group, P.C. Represents individuals & major...
2 views0 comments
vlmonroe
- Oct 25, 2020
- 3 min
Don’t Overlook Your Trust Funding
Christine FletcherContributorRetirement I write about successfully managing your trusts and estate. If you have updated your estate plan...
1 view0 comments
vlmonroe
- Jul 18, 2020
- 3 min
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
Ashlea EbelingSenior ContributorPersonal Finance The IRS warns about the top 12 taxpayer scams. Tax season is finally over, unless you...
4 views0 comments
vlmonroe
- Jun 14, 2020
- 3 min
Nursing Homes and the Right to Visitors During a Pandemic
Thursday, June 11, 2020 By Katherine C. Pearson, Dickinson Law, Penn State The seminal 1987 Nursing Home Reform Act requires all nursing...
2 views0 comments
vlmonroe
- Jun 9, 2020
- 3 min
Don’t Overlook The Benefits Of Estate Planning
David Kudla Contributor Taking care of your family in the unfortunate event that something happens to you is essential in life. Having...
1 view0 comments
vlmonroe
- May 31, 2020
- 2 min
Will Normal Advanced Directives be Sufficient for COVID-19?
by Carol Warnick While we deal with an unprecedented global pandemic which alters life as we know it for all of us, COVID-19 brings up...
5 views0 comments
bottom of page