Jessica N. Kiely, EsqMay 142 minNavigating Estate Planning: UTMA/UGMA vs. Lifetime Asset Protection Continuation Trusts for Your ChildrenRecently, our firm had the pleasure of engaging in a thought-provoking conversation with one of our clients, an engineer with a heart set...
Jessica N. Kiely, EsqMar 12 minNavigating Legacy Planning: Understanding the Impact of California's Prop 19 on Investment PropertyIntroduction: In November 2020, California voters passed Proposition 19, a ballot measure that significantly impacted property tax rules...
Jessica N. Kiely, EsqMar 12 minUnderstanding the Secure Act and Its Impact on IRA Accumulation TrustsIntroduction: The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in December 2019, brought about...