Inheriting an IRA: A Comprehensive Guide to New Rules and Regulations
Explore the critical aspects of inherited IRAs, including the SECURE Act's implications, trust-related regulations, and tax considerations. This detailed guide provides essential insights for effective estate and retirement planning.
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.
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.
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.
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.
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.
The Intricacies of Amending Your Trust: What You Should Know
Dive into the complexities of trust amendments and recent litigation cases. Learn about the significance of following specified amendment procedures and the legal repercussions of overlooking them.
Trust Funding 101: Handling Foreign Accounts and Personal Assets.| Q&A #3
Delve into the nuances of trust funding, from integrating foreign bank accounts to handling personal properties like jewelry, with expert insights from Bethel Law. Discover best practices and stay informed on estate planning essentials.
Protecting Wealth: The Role of Collectibles in Estate Plans
Explore the intricate connection between collectibles, estate planning, and inflation. Understand the potential of collectibles as assets and discover the key factors to consider when including them in your estate plan.
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.