Posted In: Trusts & Estates
Trusts & Estates Blog: Young Adults and Estate Planning
By Lori R. Kilpeck on April 20, 2021
The transition from high school to college or to the workforce for an 18- year old is an exciting time. In the midst of celebrating major milestones, the importance of basic estate planning documents is often overlooked or not considered to be a necessary discussion....
Posted In: Tax - Business & Corporate and Trusts & Estates
Trusts & Estates Blog: What You Need to Know - Potential Tax Changes Affecting Estate Planning
By Lori R. Kilpeck on March 16, 2021
Last year was a year that nobody could have anticipated, and thankfully we are seeing light at the end of the tunnel and a brighter 2021! With that being said, much uncertainty still exists as to what, if any, changes will be enacted to our current tax law....
Posted In: Business Transactions & Corporate Counseling and Trusts & Estates
Business and Trusts & Estates Blog: Year-End Gifting For 2020 and CARES Act Considerations
By Lori R. Kilpeck on December 18, 2020
Trusts & Estates partner Lori Kilpeck provides three year-end considerations for your charitable gifts....
Posted In: Trusts & Estates
Trusts & Estates Blog: Why You Need an Estate Plan
By Lori R. Kilpeck on April 9, 2020
The current coronavirus pandemic has brought to the forefront the importance of reviewing estate planning documents and implementing an estate plan. One of the most important things you can do for yourself and your family is to work with an experienced estate planning attorney to prepare an estate plan. This will ensure your objectives and wishes are met and provide peace of mind that your family is protected....
Posted In: Trusts & Estates and Tax - Business & Corporate
Trusts & Estates Blog: The Six Major Provisions of the SECURE Act
By Lori R. Kilpeck on March 18, 2020
In the midst of this election year and other political hubbub, you may have heard that the government recently passed a new tax act. This blog provides a summary of six things the Setting Every Community Up for Retirement Enhancement Act of 2019 (the "SECURE Act") does and a short description of the one very big change intended to pay for it all....