Blog Post, Estate Planning, H. Joseph Price, Jr., Tax
May 12, 2020 By H. Joseph Price, Jr. If you find yourself in need of additional funds during this pandemic, Congress has made one source more available – if you are fortunate enough to have an account balance in your retirement plan and your plan has adopted the new...
Blog Post, Estate Planning, H. Joseph Price, Jr.
April 27, 2020 By H. Joseph Price, Jr. For new readers, the answer to the above question will be, “What is an asset protection trust?” For longtime readers, the answer will be, “Oh yeah, now I remember that you told me that I should set up an asset protection trust...
Blog Post, Estate Planning, Tax, VIcki Wind
January 27, 2020 By Vicki Wind Individuals with large estates should act now to take advantage of a 2017 law that reduces estate taxes upon death. Estate taxes are levied on the assets transferred at your death, but only if the value of your estate is above a...
Blog Post, Estate Planning, H. Joseph Price, Jr.
December 16, 2019 By Joseph Price Jr. On October 31, we learned that President Trump had filed an affidavit of domicile with Palm Beach County, Florida to change his State of Residency from New York to Florida. This gives us an opening to answer three of the most...
Blog Post, Estate Planning, H. Joseph Price, Jr.
December 2, 2019 By Joseph Price Jr. What if you were able to set up a trust, contribute assets to it, maintain some control over the assets and thumb your nose at any creditor who tried to seize them to satisfy a debt that you owed? You can certainly try to do that...
Estate Planning, Estate Planning, Probate & Wealth Preservation, News
October 7, 2019 Dysart Taylor Cotter McMonigle & Montemore, P.C., is pleased to announce that Vicki Wind has moved into the role of staff attorney after being relicensed and admitted to practice in the state of Missouri in August. Vicki was a practicing...
