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Note From the Editor: November 2019
Oct 24, 2019
Editor in Chief Susan R. Lipp discusses this month's issue.
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Uniform E-Wills Act Approved
Oct 23, 2019
States will have to decide which provisions to incorporate into their laws.
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Enforcing Spousal Support Judgments Against Trusts
Oct 21, 2019
A creditor-spouse has certain statutory rights.
Marlon Brando
Dead Celebrity Podcast: Marlon Brando and Loss of Capacity
Oct 21, 2019
The loss of capacity is a real threat to all clients. In this episode, David Lenok and Letha McDowell detail how to proceed when clients show signs of cognitive impairment.
Kennedy family
The 'Secret Sauce' of Thriving 100-Year Families
Oct 18, 2019
A new study points to a shared commitment to community, service and philanthropy.
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Assisting Clients Who’ve Received a Cancer Diagnosis
Oct 16, 2019
Emotional and other aspects affect the planning process.
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IRS Issues First Guidance on Cryptocurrency Since 2014
Oct 16, 2019
Revenue Ruling 2019-24 explains income tax consequences of “hard forks” and “airdrops.”
Charles Schwab
Charles Schwab Slams Wealth Tax as Destroyer of U.S. Creativity
Oct 16, 2019
The 82-year-old views a wealth tax as an innovation-killer, and therefore a capitalism killer. "It's a negative reward for success."
generations
Dynasty Trusts Explained
Oct 14, 2019
A dynasty trust can serve as one of the most powerful weapons in your financial planning arsenal.
Charles Schumer
Senate Democrats Seek to Overturn Cap on SALT Deduction
Oct 11, 2019
They recently announced that they’ll be forcing a vote on the issue.
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