Insights
Estate, Wealth & Succession Planning
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October 28, 2020
The Legacy of a Special Needs Trust: The Distribution of Assets After a Beneficiary’s Death
Special Needs Trusts (SNTs) are created for the benefit of a disabled beneficiary to help them retain assets and receive public benefits.
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October 27, 2020
Special Needs Planning: Create a System, Draft a Plan, Review & Update your Plan
If you have a child with special needs, you need a plan to ensure they are cared for when you are unable to do so yourself.
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October 16, 2020
Election 2020 Estate Tax Implications: Putting Contingency Plans in Place
The 2020 presidential and congressional elections will have far-reaching tax implications on family wealth transfers and estate tax law.
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September 30, 2020
Top Four Asset Protection Strategies
The key to asset protection is that you absolutely must do it before you need it (i.e., before someone comes looking for money).
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August 7, 2020
Students: Three Documents Needed Before Leaving for Campus
The last thing your students are thinking about is an estate plan, however, these documents are necessary in an emergency.
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August 6, 2020
Estate Planning for “Silver Splitters” in a Grey Divorce
Grey divorce is estimated to account for 25% of all divorces and the percentage is growing. These silver splitters can complicate estates.
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July 22, 2020
CARES Act RMD Rollovers – You Have Six Weeks Left!
In late March of 2020, the CARES Act was enacted in response to the Coronavirus pandemic. This law made a critical change for individuals receiving a Required M…
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July 15, 2020
Estate Planning for Influencers
While influencers are similar to celebrities, the way they do business presents unique challenges making estate planning even more critical.
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December 20, 2019
KJK Client Alert: How the SECURE Act Will Change Retirement
In a rare showing of bipartisan cooperation in Washington, D.C., there is general agreement on both sides of the aisle that people need to be saving for retirem…
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October 15, 2019
KJK Partner Erika Apelis Featured in Cleveland Jewish News Article: “Estate planning can benefit everyone – including the 99%”
For the wealthy 1%, estate plans are an integral part of financial planning. But for the other 99%, many don’t see a reason to plan for their estate.
