Proposed Estate/Gift Tax Changes That Will Impact Our Clients Each new administration since President Jimmy Carter has passed tax legislation within the first year of taking office, and without a divided Congress, it is likely that more clients will face the prospect of a taxable estate under the Biden administration. There are two proposed [...]
By Anna Byrne, Founding Partner & Author
An Eckert Byrne PSA: Beware of Internet Fraud Being home and isolated during this pandemic has dramatically increased our use and reliance on technology. Many of our parents are learning to Zoom, Facetime, and manage Facebook accounts. The pandemic has increased our virtual connections, but sadly, decreased our in-person connections. Isolated and lonely elderly [...]
Uncovering the Hidden Costs of Estate Planning By: Anna Byrne Featured in the March edition of Bloomberg Tax: Tax Management Estates, Gifts, and Trusts Journal View the article here: Bloomberg Tax - Tax Management Estates, Gifts, and Trusts Journal
Lessons about Conservatorship in Light of the #FreeBritney Movement For ten years, singer-songwriter, Britney Spears, has been under the conservatorship of her father, and thanks to the recent New York Times documentary, “Framing Britney Spears,” the topic has been controversialized by the media. There has been a groundswell of support for Britney’s right [...]
The Importance of Digital Assets in Your Estate Plan Dear Friends, As many of you prepare to conduct an annual review of your estate plan, we wanted to remind you of important assets that are sometimes overlooked -- digital assets. Many people don’t realize the value and extent of their digital assets and [...]
Now is a good time... Dear Friends, Now is a good time to review your estate plan A few weeks ago, we mentioned the importance of yearly estate plan reviews and with February upon us, now is the time to get started! For most of us, 2020 was a whirlwind of uncertainty and [...]
Like so many of you, I was relieved to bid 2020 farewell. With last year squarely in the rearview mirror, it’s time to look ahead to what should be a promising 2021.
We are seeing more clients requesting to schedule a ‘Legal Check Up’ meeting with Attorney Dzialo, and suggest that you reach out to us now to discuss the impact of the election on your estate plan before our calendar fills up!
In the course of us helping people with their estate plans, one issue that we find that can come up is the question of capacity. Is any person involved in this estate plan losing the capacity to make decisions properly for themselves? Do they really understand what is going on?
