508.751.5010 info@estatepreservationlaw.com
Estate Preservation Law Offices
  • Home
  • The Firm
  • Our Professionals
    • Brendan King
    • Linda Cammuso
    • Carol Barton
    • Mariah Heppe
    • Support Staff
  • Practice Areas
    • Estate Planning
    • Asset Protection Planning
    • Elder Law & Medicaid Planning
    • Business and Corporate Planning
    • Special Needs & Disability Planning
    • Estate & Trust Administration
    • Guardianships & Conservatorships
    • Tax Planning – Corporate & Individual
    • Charitable & Exempt Organizations
    • Equine Trusts & Pet Trust Planning
  • Media
    • Brochures
    • In Print
    • Newsletters
    • News Releases
    • Radio
  • Request
    Consultation
  • Blog
  • Contact Us
  • Generic selectors
    Exact matches only
    Search in title
    Search in content
    Post Type Selectors
Select Page
5 Reasons to Update Your Estate Plan During Tax Season

5 Reasons to Update Your Estate Plan During Tax Season

| by Linda Cammuso, Estate Planning, Retirement Planning, Tax Planning for Individuals

Tax season is one of the best times to review and update your estate plan, as this period creates a natural opportunity to ensure your plan is still accurate.

The SECURE Act Substantially Changes the Rules about Inheritance of Retirement Accounts: What you need to know now

The SECURE Act Substantially Changes the Rules about Inheritance of Retirement Accounts: What you need to know now

| by Brendan King, Legislation, Retirement Planning

By Brendan J. King The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bipartisan retirement bill that went into effect on January 1, 2020. The law contains many favorable provisions for retirement account owners, including removing the age...

Recent Posts

  • 5 Reasons to Update Your Estate Plan During Tax Season
  • The Power of Giving
  • The 2024 Homestead Act: What Homeowners Need to Know for Estate Planning
  • Estate Planning and the One Big Beautiful Bill: What You Need to Know
  • Plan to Preserve Your Legacy

Categories

Site Design by Imagine Web Designs