Practice Mobile Menu Trigger Overview Experience Team Insights Subscribe to insights July 14, 2025 Client Update One Big Beautiful Bill Act enacts changes for estate planning The One Big Beautiful Bill Act was signed into law on July 4, 2025, enacting significant tax law changes. This client upda... January 9, 2024 Client Update Estate planning in 2024 The federal transfer tax exemption amounts increased in 2024 and will be reduced by half at the end of 2025. This client u... February 3, 2023 Client Update SECURE 2.0 Act of 2022 enacts new retirement savings provisions This client update highlights select changes enacted under the SECURE 2.0 Act that may be of interest to estate planning c... October 31, 2022 Client Update Estate planning update This client update highlights certain considerations that may be relevant to estate planning clients looking ahead to year... July 28, 2022 Client Update Developments in Florida trust law This update summarizes four new laws enacted in Florida that could be of interest for Florida clients’ estate and tax pl... January 21, 2022 Client Update Estate planning in 2022 This update summarizes certain federal and state transfer tax developments and reminds clients of certain wealth transfer ... September 22, 2021 Client Update Estate planning update – House Ways and Means Committee tax proposal On September 13, 2021, the House Ways and Means Committee released its tax proposal (the Committee Proposal) for raising r... October 30, 2020 Client Update Estate Planning Election Eve Highlights For much of 2020, estate planning clients have been focused on continuing to take advantage of the historically high feder... March 31, 2020 Client Update Additional Tax Relief; Highlights for Individuals The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27, 2020 and, as part of i... March 31, 2020 Client Update Treasury Extends Gift/GST Tax Return and Payment Deadlines As part of its coronavirus (COVID-19) relief efforts, on March 27, 2020, the Treasury Department issued a notice granting ... Load More
July 14, 2025 Client Update One Big Beautiful Bill Act enacts changes for estate planning The One Big Beautiful Bill Act was signed into law on July 4, 2025, enacting significant tax law changes. This client upda...
January 9, 2024 Client Update Estate planning in 2024 The federal transfer tax exemption amounts increased in 2024 and will be reduced by half at the end of 2025. This client u...
February 3, 2023 Client Update SECURE 2.0 Act of 2022 enacts new retirement savings provisions This client update highlights select changes enacted under the SECURE 2.0 Act that may be of interest to estate planning c...
October 31, 2022 Client Update Estate planning update This client update highlights certain considerations that may be relevant to estate planning clients looking ahead to year...
July 28, 2022 Client Update Developments in Florida trust law This update summarizes four new laws enacted in Florida that could be of interest for Florida clients’ estate and tax pl...
January 21, 2022 Client Update Estate planning in 2022 This update summarizes certain federal and state transfer tax developments and reminds clients of certain wealth transfer ...
September 22, 2021 Client Update Estate planning update – House Ways and Means Committee tax proposal On September 13, 2021, the House Ways and Means Committee released its tax proposal (the Committee Proposal) for raising r...
October 30, 2020 Client Update Estate Planning Election Eve Highlights For much of 2020, estate planning clients have been focused on continuing to take advantage of the historically high feder...
March 31, 2020 Client Update Additional Tax Relief; Highlights for Individuals The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27, 2020 and, as part of i...
March 31, 2020 Client Update Treasury Extends Gift/GST Tax Return and Payment Deadlines As part of its coronavirus (COVID-19) relief efforts, on March 27, 2020, the Treasury Department issued a notice granting ...