Insights
Estate, Wealth & Succession Planning
-
May 17, 2021
Estate Planning: What Is the Difference Between a Will and a Trust?
Wealth & Estate Planning Partner Erika Apelis discusses the difference between a Will and a Trust, which is about more than just cost.
-
May 11, 2021
Factoring Cryptocurrency Assets Into Your Estate Plan
Erika Apelis weighs in on considerations when Factoring Crypto Assets Into Your Estate Plan, namely ensuring that they pass on to loved ones.
-
March 26, 2021
The Biden Administration’s 2021 Proposed Tax Policy: How to Prepare
The Biden Administration’s 2021 Proposed Tax Policy includes changes to itemized deductions, gift & estate tax, income tax and more.
-
March 18, 2021
Estate & Tax Planning Considerations for 2021 and Beyond
KJK's Kevin Lenhard, Demetrius Robinson & Huntington Private Bank's Stephanie Kormanec discuss estate & tax planning considerations for 2021.
-
March 12, 2021
Estate Tax Closing Letters
Review of tax filings provided by the IRS are severely delayed. A closing letter is one solution to speed up the process.
-
March 12, 2021
Estate Planning Resolutions for 2021
Despite the unpredictability of last year, 2021 may be the provide best opportunity to finalize or revise your estate plan.
-
February 24, 2021
Yellen Projects Tax Increases To Be Phased in Slowly
Janet Yellen said that tax increases would be needed to pay for a large infrastructure, climate and education investment package.
-
January 7, 2021
Impact of the Georgia Senate Runoff Elections
The eyes of the world were squarely on Georgia on Tuesday, January 5th for the runoff elections for both of Georgia’s U.S. Senate seats.
-
October 31, 2020
Tax Policy Overview: Trump v. Biden
Tax policies are always a hot topic in presidential elections. Here's a side-by-side comparisons of where Trump and Biden stand.
-
October 30, 2020
Proposed Retirement Bill Would Benefit Seniors & Student Loan Borrowers
A proposed bipartisan retirement bill, the “Securing a Strong Retirement Act of 2020” would benefit seniors and those with student loan debt.
