• Estate Planning🔍
• Protect Your Assets and Family🔍
• The Essential Guide to Estate Planning in 2024🔍
• Year|End Trust and Estate Planning🔍
• Estate Planning in a Spooky 2024 Landscape🔍
• Don't Let Your Estate Plan Go Up in Smoke🔍
• Estate Planning Information & FAQs🔍
• Practical Guide to Estate Planning 2024 Edition 🔍

Estate Planning: 2024 Trends for Tax Professionals to Watch | Harness

In this article, we discuss six topics and trends that tax professionals should be aware of to win the information battle as a trusted resource for clients.

Protect Your Assets and Family: The 2024 Estate Planning Guide

This segment of our estate planning guide will help you grasp the essential elements: wills and Trusts, Power of Attorney, and Beneficiaries.

The Essential Guide to Estate Planning in 2024: Securing Your Legacy

The Essential Guide to Estate Planning in 2024: Securing Your Legacy · Asset Protection: Estate planning can allow you to safeguard your assets from potential ...

Year-End Trust and Estate Planning: What To Do To Close 2024

As 2024 draws to a close, it's important to proactively update your trust and estate plans to reflect your current goals and respond to ...

Estate Planning in a Spooky 2024 Landscape | Wealth Management

Let's take a tour of the five must-visit houses on this spooky estate planning journey and discuss how to turn potential tax scares into sweet savings.

Don't Let Your Estate Plan Go Up in Smoke: Essential Tips for 2024

An old, out-of-date estate plan can cause many issues, such as inappropriate beneficiaries, adverse tax consequences, and unnecessary probate proceedings.

Estate Planning Information & FAQs - American Bar Association

Estate Planning Information & FAQs · Estate, Gift, and GST Taxes · An Introduction to Wills · Revocable Trusts · Power of Attorney · The Probate Process · Living ...

Practical Guide to Estate Planning 2024 Edition (eBook)

The Practical Guide to Estate Planning (2024) provides an overview of estate planning and covers a wide variety of principles and tools that ...

Panel of Current Developments in Estate Planning 2024: New Laws ...

Panel of Current Developments in Estate Planning 2024: New Laws, New Regulations and How They Are Practically Applied ; SKU: P9004-24R-01 ; $120.00 or 2.00 ...

Estate Planning In 2024: The LATEST Trends - YouTube

As we enter 2024, estate planning continues to evolve with the changing times. In this video, estate planning attorney Mike Smith will ...

Is Your Estate Plan Stale? Three Reasons to Update Your Estate ...

Is Your Estate Plan Stale? Three Reasons to Update Your Estate Plan in 2024 ... For something as final as a “last will and testament,” it ...

2024 Trust Updates: A Guide to Revamping Your Estate Plan

It's important to note that for minor revisions to trusts created by other attorneys, it's best to return to the attorney you originally worked ...

Is Your Estate Plan Ready for Future Estate Tax Law Changes?

Draft a SLAT. If you're married, a spousal lifetime access trust (SLAT) can be an effective tool for removing wealth from your estate while ...

Estate Planning for 2024: New Applicable Exclusion Amount

JMBM's Basic Guide to Estate Planning has been updated for 2024 and is available for immediate download here: JMBM's 2024 Guide.

Estate Planning in 2024, Current Developments & Hot Topics

Regs May Undermine Some Estate-Planning Strategies, TRUSTS & ESTATES 30 (July/Aug. ... 28.c-d of LOOKING AHEAD – Estate Planning in 2024 & Current ...

The 2024 Election & Your Estate Plan: What You Need to Know

Planning Strategies in Times of Uncertainty · 1. Annual Gifting: In 2024, the annual gift tax exclusion allows you to give up to $18,000 per ...

Estate Planning Considerations for 2024 | Surprenant & Beneski, PC

Surprenant & Beneski, P.C. · Increased Estate Tax Basic Exclusion Amount: The estate tax basic exclusion amount for 2024 will be $13,610,000.

50 Estate Planning Statistics and Facts You Need to Know | Vanilla

Actually, wrong. Despite a surge in planning sparked by the height of the COVID-19 pandemic, many people still lack any meaningful estate ...

The 2024 Estate & Gift Tax Exemption Amount Set to Rise Again

Come January 2024, the federal Estate & Gift Tax exemption will rise $690,000 to $13,610,000 per person (in 2023 the current exemption amount is $12,920,000).

Millennials and Estate Planning Annual Report [Updated 2024]

2024 Key Insights · 62% of millennials don't have a Will or Trust; leaving only 36% prepared for the future. · 34% of Millennials do not know whether their ...