Previous Editions:
Generational Wealth Newsletter
2020
2021
2022
2020
What's Inside?
New IRA Eligibility Rules for 2021
33 Tax Provisions Expiring at End of Year
Three Potential Tax Policy Changes
2020 End-of-Year Estate Planning Checklist
What's Inside?
My Son’s Engagement!
Integrating Your Home into Your Estate Plan
How to Talk to Family Members about Your Estate Plans
2021
What's Inside?
Start the New Year off Right
Tax Policy Changes become Reality
What Prince Can Teach Us about Estate Planning
What's Inside?
Is 2021 the Year of the Estate Plan?
Brand-new Asset Protection Checklists
Larry King’s Will Is Contested
What's Inside?
IRS Extends Federal Tax Return Deadline
Effect of COVID-19 on Your Taxes
Big Mistakes in Franchise Business Succession
What's Inside?
Sun Sentinel PRIME Online Event
Looming Gift & Estate Tax Reforms
Do You Really Need to Create or Update an Estate Plan?
What's Inside?
My son gets married
3 Nasty Estate Planning Myths, Debunked
Is Your Estate Plan “Procrustean”?
Do You Need to Update Your Estate Plan?
What's Inside?
Protecting Your Digital Assets
Big Update on Remote Online Notarization
Brandon’s Wedding
Stories and Links
What's Inside?
When To Begin Your “End of Year” Planning
Three New Tax Policy Proposals to Prepare For
Free Planning Resource: Digital Asset Catalog
What's Inside?
What's Inside?
New Tax Reform Proposal from House Committee
Estate Planning for Cryptocurrencies
The Time Is Here for End-of-Year Planning
What's Inside?
What's Inside?
Can an Inheritance Be Too Big?
New $1.2T Infrastructure Bill Passes
[Free Download] End-of-Year Estate & Tax Planning Guide
What's Inside?
The Real Value of an Estate Plan: Dispute Avoidance
New for 2022: Live Webinar for New Florida Residents
2022
What's Inside?
10 Estate Planning Resolutions for 2022
Key Tax Planning Topics & Updates for the New Year
Don’t Miss Our February New Resident Seminar
What's Inside?
Estate Planning Pitfalls for Blended Families & Second Marriages
New & Updated Frequently Asked Questions
