Andrew Bethel Andrew Bethel

The Complete Guide to Trust Funding: What You Need to Know

Explore the intricacies of Crummey Trusts with Bethel Law and learn how they can benefit your estate planning through tax-efficient gifting. This comprehensive guide covers everything from the basics of trusts to the strategic use of Crummey Notices for maximizing your annual gift tax exclusion.

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Andrew Bethel Andrew Bethel

The Law NOBODY is Telling You About | Corporate Transparency Act

Explore our detailed guide on the Corporate Transparency Act (CTA), outlining its impact on small businesses, beneficial ownership requirements, compliance deadlines, and the significance of adhering to these new regulations for corporations, LLCs, and LLPs.

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Andrew Bethel Andrew Bethel

2024 Retirement Savings Guide: Maximize Your Future

Discover key insights and strategies for maximizing your retirement savings in 2024. This comprehensive guide covers the latest contribution limits for IRAs, Roth IRAs, and other retirement plans, along with practical tips for efficient financial planning.

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Andrew Bethel Andrew Bethel

2024 Gift and Estate Tax Exclusions: What You Need to Know

Discover the essential updates to gift and estate taxes for 2024. This detailed guide by Bethel Law covers the new annual and lifetime gift tax exclusions, estate tax exemptions, state-specific considerations, and the impact of marital status on tax planning. Stay informed for effective financial decision-making.

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Andrew Bethel Andrew Bethel

Don't Forget to Put Your Money in Trust!

Explore the intricacies of estate planning, emphasizing the importance of addressing financial assets. Through Andrew Bethel's expert guidance and real-life examples, learn how to avoid common pitfalls and secure your estate.

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Andrew Bethel Andrew Bethel

Legal vs. Beneficial Ownership: A Comprehensive Guide

Dive deep into property law with Bethel Law's exploration of legal and beneficial ownership. Understand their distinctions, witness their interplay in trusts, and grasp their significance in lawsuits, creditor protection, and legacy building.

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