Landowner Alert System 5-29-20

Posted by on May 29, 2020 in EcoLab, Estate Planning, News & Events | No Comments

Texas Ecolab Program: “Ecolab is an alternative for landowners who want to reduce their taxes, but are not interested in grazing animals in order to obtain an open space valuation.  Landowners can host research on their property by a public … Continue reading

2020 Brings Dramatic Changes to Pay-out Requirements for Inherited IRAs and Retirement Plans

By Margaret Menicucci, Attorney & Counselor The pay-out requirements for people inheriting Individual Retirement Accounts (IRAs) and other retirement plans have changed dramatically. Legislation passed in late December of 2019, called the Setting Every Community Up for Retirement Act (the … Continue reading

Updating Your Estate Plan

By Margaret Menicucci, Attorney & Counselor This summer I moved a just-graduated adult child into her first apartment in a big city. Her adult life is taking shape as she takes the bus to work and the commuter rail to … Continue reading

The Importance of a Complete Will

By Margaret Menicucci, Attorney & Counselor I have never met a client who says they want their Will to distribute only a part of their estate, and then they want the family to figure out the rest through four years … Continue reading

Settling Into a New Estate Tax Environment

Settling Into a New Estate Tax Environment By Margaret Menicucci, Attorney & Counselor In my November 2nd blog, I reflected on the status of gift and estate taxation with the tax reform act looming in the background. The Tax Cuts … Continue reading

‘Tis the Season to Start Talking

‘Tis the Season to Start Talking By Margaret Menicucci, Attorney & Counselor My father passed away in 2010, after a long and meaningful life. Visits to my parents’ home were periodic because I live in a different state. In the … Continue reading

Federal Estate Tax Clarity Under New Reform

Federal Estate Tax Clarity Under New Reform By Margaret Menicucci, Attorney & Counselor You need a crystal ball to know how future tax reform will change current estate tax exemptions and rates. But, you don’t need a crystal ball to … Continue reading

National Estate Planning Awareness Week

National Estate Planning Awareness Week: October 16-22, 2017 National Estate Planning Awareness Week was adopted by Congress in 2008 to help the public understand what estate planning is, why it is such a vital component of financial wellness, and how … Continue reading

National Estate Planning Awareness Week

National Estate Planning Awareness Week: October 16-22, 2017 National Estate Planning Awareness Week was adopted by Congress in 2008 to help the public understand what estate planning is, why it is such a vital component of financial wellness, and how … Continue reading

Will vs. Trust: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts … Continue reading

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