This past Saturday employees of Brody Wilkinson volunteered through the United Way at Green Village Initiative. The mission of GVI is to grow food, knowledge, leadership and community, through urban gardening and farming, to...
BW is pleased to share our annual client newsletter....
May 22, 2023
WHAT CAN I DO WITH MY DECEASED SPOUSE’S CREDIT SHELTER TRUST WHICH IS NO LONGER NEEDED?
News
Many married couples have estate plans which take advantage of the federal and state estate tax exemption of the first spouse to die by holding that exemption amount in what is commonly known as a “credit shelter trust”...
Congress enacted the Corporate Transparency Act (CTA) on January 1, 2021, as part of the National Defense Authorization Act. On December 8, 2021, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network...
Most people are aware that investment accounts and bank accounts can be registered with a beneficiary designation. These designations are referred to as TOD/POD (transfer/payable on death). They were made possible when...
