Tag: Estate Planning
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New Tax Law Alert – Please Review Your Trust
Happy New Year! Late December brought us new tax laws. From an estate planning perspective, the biggest issue is the treatment of retirement savings. Most of the trusts prepared by De Fonte Law PC contain “Conduit Trusts”. Under the new laws, this mechanism will not provide your successor trustees with sufficient control over when and…
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Talk to Your Family over the Holidays About Your Estate Plan
Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth and legacy with our family. Of course, it’s impossible to plan for every eventuality, but careful planning can mitigate against the two primary risks: a)…
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Estate Planning Tips for Commitment Without Marriage
Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage. In fact, our cultural norms are shifting, and quickly. Consider the following:…