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Money Makes Money

“Money makes money. And the money that makes money, makes more money.” Benjamin Franklin This centuries old quote by our founding father could not be more appropriate today. Millions of Americans are out of work, surviving on government subsidies and yet the stock market and real estate market are approaching historic highs. Those with capital [...]

By |2020-07-30T19:20:42-07:00July 23rd, 2020|Past Newsletters, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage, Uncategorized|Comments Off on Money Makes Money

July 2020 Estate Planning Update

Estate Planning Update July, 2020 1. 2020 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2. 2020 Gift and Estate Tax Exemption: increased to $11,580,000 per donor through 2025, see #8. 3. Marital Deduction for Transfers to U.S. Spouse: unlimited. 4. 2020 Generation Skipping Tax Exclusion: increased to $11,580,000 per donor through [...]

By |2020-07-29T09:58:29-07:00July 15th, 2020|Annual Estate Plan Updates, Federal Estate Tax, Estate Planning, Uncategorized|Comments Off on July 2020 Estate Planning Update

CARES Act for Individuals

Below are some of the top tax-related provisions for individuals contained in the Coronavirus Aid, Relief, and Economic Security (CARES) Act, Congress’s gigantic economic stimulus package that the President signed into law on March 27, 2020.  For provisions related to businesses see CARES Act for Businesses. Recovery Rebates for Individuals. To help individuals stay afloat during [...]

By |2020-04-27T18:45:25-07:00March 27th, 2020|Uncategorized|Comments Off on CARES Act for Individuals

Bekki Bottjen’s 5 Year Anniversary

Rebecca "Bekki" Bottjen (pictured above with her wonderful family) celebrated her fifth year with DeAngelis Legal this spring. Bekki is an integral part of the team as she has touched more than 18,000 documents in those years.  Yes, we push a lot of paper.  As a certified paralegal, Bekki enjoys the challenge of sorting out the details [...]

By |2019-04-28T15:43:35-07:00April 25th, 2019|Past Newsletters, Uncategorized|Comments Off on Bekki Bottjen’s 5 Year Anniversary