This time, Shalev, an inclusivity speaker and adviser based in New York City who uses the pronouns they and them, went to the courthouse to change their first name and gender markers. As a couple, the Shalevs also started a f...
First, before going into greater detail on available strategies, here is a short checklist of easy-to-implement estate planning strategies that can be utilized prior to the end of 2024: Make year-end annual exclusion gifts of $18,000 ($36,000 for married couples). Make year-end IRA contri...
Planning Before the Fall: Estate Planning Strategies to Consider Before December 31, 2025 (Or Sooner?)Vary, Jaclyn M.Pavicic, Maureen T.Journal of Taxation of Investments
The Bottom Line Procrastination is the biggest enemy of estate planning. While none of us likes to think about dying, improper or no planning can lead to family disputes, assets getting into the wrong hands, long court litigation, and excess money paid in estate taxes.1011 So pick a time t...
Estate Planning Strategies for QTIP Trust Assets: Navigating Estate and Gift Tax Rules and... January 30, 2025 • CLE, CPE, EA • Live Webinar This CLE/CPE webinar will provide guidance to trusts and estates counsel on estate planning strategies for qualified terminable interest property (...
Planning for your estate to be properly administered after your death is especially important if you: have legal residency in Mexico; own a home in Mexico; hold a bank account(s) in Mexico; have savings and investment plans in Mexico; ...
Land-property markets and planning: A special case. Land Use Policy 2014, 41, 533–540. [Google Scholar] [CrossRef] Xu, X.E.; Chen, T. The effect of monetary policy on real estate price growth in China. Pac. -Basin Financ. J. 2012, 20, 62–77. [Google Scholar] [CrossRef] ...
Before hiring a prospective estate planning attorney to craft your estate plan, you should ask them many questions. Ensure you hire an attorney who demonstrates a high-touch level of service, and with whom you feel comfortable discussing personal matters. Sponsored Trade on the Go. Anywhere, ...
A Little Bit of Planning Goes a Long Way Supporting Your Child on their Journey While there are generally no U.S. tax implications when non-U.S. persons make gifts to a child living in the U.S., when you are making a gift you should be careful not to transfer, or be deemed t...
”74And more recent advances in digital technologies and automation, such as gen AI, have led businesses, including those in commercial real estate, to require new and evolving skills from their workforce. When it comes to top actions leaders at real estate organizations are planning to take to...