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Schedule Your Free Consulation06
Mar
Tax Tips to take to Minimize income and estate taxes in Trusts and Estate Planning
1. Consider distributions to beneficiaries Because the maximum ordinary tax rate (39. 6 percent) and the net investment income tax (3. 8 percent) apply to trust income at a much lower threshold than they do for individuals, trustees of discretionary trusts should consider distribu...
View MoreCategories: Estate Planning Taxation Trusts
25
Mar
Asset Protection Planning for the Modern Client
Only the very wealthy and those in high-risk professions need asset protection planning, right? That's a myth. In reality, we all need asset protection. Why? Because we all can be sued and lose everything we have. A car accident, business failure, foreclosure, medical crisi...
View MoreCategory: Advisors
06
Mar
How to Protect Inherited IRAs After the Clark v. Rameker Decision
In a landmark, unanimous decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds. ”This ruling is important to you and your family because it means you need to take action to insure your retirement fund...
View MoreCategory: Ira Distribution Planning
06
Mar
Steven Allen Resigning to Begin New Clerkship
With a combination of sadness and pride, Strauss Attorneys PLLC. , announces that its estate controversy litigator, Steven J. Allen, will resign on July 31, 2014 to begin a clerkship in Mobile, Alabama with Senior United States Circuit Judge Emmitt R. Cox, United States Court of A...
View MoreCategories: Estate Planning Firm
06
Mar
The Three-Year Review and The Three-Year Plan
Review your life's circumstances from three years ago. Think about what you knew and what you didn’t know about managing your wealth. What were the top five lessons you learned? How have your views about money and wealth changed? Given all that, where do you want to b...
View MoreCategory: Estate Planning
06
Mar
Inherited IRAs NOT proctected in Bankruptcy
Recent news from our friend, Bob Keebler: The US Supreme Court has unanimously ruled in the Clark case that funds held in inherited IRAs are NOT “retirement funds” within the meaning of §522(b)(3)(C) and therefore are not protected in bankruptcy. It is clear that IRAs are exempt...
View MoreCategory: Ira Distribution Planning
06
Mar
Andrew Strauss is Awarded Excellence in Governance Award
The estate planning and administration law firm of Strauss Attorneys PLLC. is proud to announce that managing attorney Andrew Strauss was recently awarded the Excellence in Governance Award by LeadingAge North Carolina after vote of the Award Committee. This is a state-wide recog...
View MoreCategory: Firm
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 1, Overview
Part one of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC law firm in Asheville, NC. Learn about the law, documents, and fiduciary roles when it comes to being a successful trustee. We want prepare you for performing the roles and duties of trustee...
View MoreCategory: Trust Administration
06
Mar
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 3, After Death of Trustmaker
Part three of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC. law firm in Asheville, NC. Here we discuss the role of trustee after someone has died and educate you about the law, documents, and fiduciary roles when it comes to being a successful tru...
View MoreCategory: Trust Administration
