Blog Category - Advisors

Name: Strauss Attorneys PLLC
Rating: 4.9

Sep

School Is Back In Session

High Scool Seniors Can Use a Starter Estate PlanAs summer fades into fall and school resumes, millions of seniors are entering the home stretch of their high school careers and marking their official entry into legal adulthood at age 18. According to cognitive scientists, some i...

Sep

Happy National Make-a-Will Month: Help Your Clients Celebrate with a Great Plan

A Financial Advisor's Guide to Navigating Different Types of WillsAdvisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to the validity of wills for those people who do have a will or are enga...

Sep

What Is Not Taxable Today Might Be Taxable Tomorrow

Counting Down to 2026: Will We Keep the $10 Million Estate Tax Exemption? The year 2026 is fast approaching, and it brings substantial changes to discuss with your clients regarding estate taxes. The Tax Cuts and Jobs Act (TCJA) introduced a significant increase in the federal es...

Sep

2023 in Review: Estate Planning Insights & Strategies for the New Year Ahead

For some, 2023 can be summed with two letters: AI. From the promises (“Now we are all ivy-league graduates! ”) to the doomsday predictions (“Terminator is no longer science-fiction! ”), 2023 has been the year of artificial intelligence. It was also the year that vinyl records exce...

Sep

This Thanksgiving We Are Thankful for Your Collaboration

It is no secret that having a solid network of quality professionals allows us to address more than just one of our clients’ concerns. It takes a team to plan for life’s foreseen and unforeseen events. Working with quality professionals like you enables us to ensure that our cli...

Sep

Do Not Let Your Clients Become a Statistic

You spend countless hours helping clients establish a solid financial plan for the future, so why not take the time to tell them about the benefits of creating an estate plan to align with their financial plan? As a trusted advisor to your clients, we are confident that you do no...

Sep

National Grandparents Day: Three Things to Consider Before Your Clients Make a Gift to Their Grandchild

Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of their grandchild’s wish list. However, as you are discussing your clie...

Sep

Understanding Estate Tax Laws and Proposed Changes

We spoke with Dave Hunt, Founder and Wealth Manager at Milestone Wealth, about current estate tax laws and changes that may be on the horizon! Watch the YouTube video below to find out more! Watch Now! ...

Sep

Temporary Emergency Video Notarization

by Carter Webb and James FlemingTo prevent the spread of the COVID-19 Coronavirus, on March 10, 2020, Governor Roy Cooper signed Executive Order 116 (the “State of Emergency”) declaring a State of Emergency, which is to be effective until rescinded. The State of Emerg...

Sep

Strauss Attorneys, PLLC – Year End Tax Letter

By Lorin G. Page, J. D. , L. L. M. As we approach the end of 2017, we at Strauss Attorneys, PLLC would like to remind you of measures you can take to minimize your income tax liability. By taking proactive steps to secure credits and deductions, or accelerating or postponing income o...

Sep

New Discounted Entity Regulations Leave Small Window for Tax Planning

By Lorin G. Page, Esq. In early August, the Internal Revenue Service issued long-awaited proposed regulations in an attempt to limit the use of a key tax planning technique. In light of the proposed regulations, individuals and families with estate tax exposure should consider im...

1 2 3 Next