Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Key Rates and Figures for Estate Planners 12/30/2022 An updated list of relevant federal and state tax rates and key figures. By: Mark Hevrdejs, JD, LL.M In developing estate plans that seek to minimize taxes, there are a number of key figures and rates that a [...]
Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Most clients feel a sense of relief in getting their will or trust completed. It’s one less thing for them to worry about and there is a certain piece of mind in getting your affairs in order. That said, it can be tempting for clients to [...]
Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Estate planners have an extensive language of their own consisting of a wide variety of abbreviations and technical terms. The vast majority of these terms tie into the numerous types of trusts and other entities that are used in planning whether it relates to tax planning, [...]
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