COVID-19 Response: Three Developments from Washington
By: Thomson Reuters, AmeriEstate Legal Plan, Inc. The coronavirus (COVID-19) pandemic has resulted in sweeping changes for individuals and businesses around […]
Age-Related Tax and Financial Planning Milestones
By: Thomson Reuters, AmeriEstate Legal Plan, Inc. In an era of uncertainty, you can count on one thing: Time marches on. […]
Is Your Family Medical Leave Policy Up-to-Date?
By: Thomson Reuters, AmeriEstate Legal Plan, Inc. The Administrator of the Department of Labor's Wage and Hour Division (WHD) periodically responds […]
Decanting May Allow Trustees to Fix a Damaged Trust
By: Thomson Reuters, AmeriEstate Legal Plan, Inc. When a trust is irrevocable, you might think it can't be changed — even […]
The Secure Act – 2020 New Law Affecting Qualified Plans Payable to a Trust
By: Greg Reese, President & CEO, AmeriEstate Legal Plan, Inc. The Setting Every Community Up for Retirement Enhancement Act, better […]
10 Tax Elections to Save Money on Your 2019 Return
2020 is a presidential election year. You'll have an opportunity to cast a vote for your favored presidential candidate in November, […]
Getting Married Again? Revisit Your Estate Plan
You can expect your life to change in significant ways when you marry for a second (or subsequent) time. As with […]
AmeriEstate: Take on Trust
We are all about celebrating life here in Costa Mesa. But tending to our end-of-life affairs? Um, raincheck! It’s hard enough […]
How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note
Generally, the terms of note will be Seller driven and the resulting terms must be reasonable and commercially viable. The […]
Tax Rules that Apply to Home-to-Rental Conversions
Residential real estate values have fully recovered in many areas, and rental rates are strong. To take advantage of this favorable […]