top of page

Search
A Majority Of Donor-Advised Funds Send Little/No Money To Charity Every Year
Saturday, July 17, 2021 By Paul Caron 2.7kShares Following up on my previous posts (links below): Chronicle of Philanthropy, New Study...
vlmonroe
Jul 25, 20213 min read
19 views
0 comments
What Covid-19 Should Have Taught us About Estate Planning and Probate
https://youtu.be/QLg_eMVOce0?t=3
vlmonroe
Jun 26, 20211 min read
11 views
0 comments
2021 Is The Last Opportunity To Override 5-Year Rule And Stretch Distributions For 401(k)s Inherited
Denise ApplebyContributorRetirement Designated beneficiaries who inherit retirement accounts in 2019 get a one-year extension to...
vlmonroe
May 29, 20215 min read
9 views
0 comments
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...
vlmonroe
May 22, 20212 min read
2 views
0 comments
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...
vlmonroe
May 16, 20214 min read
83 views
0 comments
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...
vlmonroe
Apr 29, 202129 min read
4 views
0 comments
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...
vlmonroe
Apr 2, 20215 min read
14 views
0 comments
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...
vlmonroe
Mar 6, 20213 min read
2 views
0 comments
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...
vlmonroe
Mar 6, 20214 min read
7 views
0 comments
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...
vlmonroe
Mar 2, 20214 min read
4 views
0 comments
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...
vlmonroe
Feb 14, 20212 min read
57 views
0 comments
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...
vlmonroe
Jan 29, 20213 min read
0 views
0 comments
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. ...
vlmonroe
Jan 9, 20216 min read
6 views
0 comments
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...
vlmonroe
Dec 31, 202013 min read
14 views
0 comments
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...
vlmonroe
Dec 20, 20204 min read
4 views
0 comments
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...
vlmonroe
Dec 5, 20202 min read
1 view
0 comments
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...
vlmonroe
Nov 22, 20204 min read
2 views
0 comments
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...
vlmonroe
Nov 8, 20203 min read
3 views
0 comments
Don’t Overlook Your Trust Funding
Christine FletcherContributorRetirement I write about successfully managing your trusts and estate. If you have updated your estate plan...
vlmonroe
Oct 25, 20203 min read
3 views
0 comments
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...
vlmonroe
Jul 18, 20203 min read
8 views
0 comments
bottom of page