Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or Estate Dispute” at the April 2021 Santa Cruz Estate Planning Council.
Is this a good time to update your estate plan? Any time is a good time for review, and an unanticipated consequence of Sheltering in Place may be that individuals will do so.
The internet has brought many advances to our lives. The world wide web, emails, blogs, cloud computing, social media and other online accounts are a common way to communicate with family and friends, manage finances or operate a business.
