Call for a no obligation consultation 410-573-1626

Resources

Author: Nicholas P. Crivella | Date:

Please review and complete the attached Estate Planning Organizer in advance of your introductory estate planning meeting.  Family names and contact information, along with a breakdown of your assets/liabilities are most relevant for estate planning purposes.  If you maintain a listing of assets in a separate format, please feel free to forward that list as […]

Read More

Author: Matthew S. Ballard | Date:

This year, when many will not be able to spend the holidays with loved ones because of COVID-19 fears or restrictions, the thoughts and memories of family gatherings at the holidays will likely bring both joy and sadness.  Not all families, however, associate the holidays with harmonious family gatherings.  In recent years, the litigators at […]

Read More

Author: Nicholas P. Crivella | Date:

Many high net worth clients are taking advantage of the heightened Federal Estate/Gift Tax exemption through lifetime giving to their intended beneficiaries (or a trust for their benefit) prior to any planned (or unplanned) drop in the Federal Estate/Gift Tax exemption.  Background: The Tax Cuts and Jobs Act (TCJA) enacted by President Trump in 2017 […]

Read More

Author: Bagley & Rhody | Date:

The coronavirus (“COVID-19”) pandemic has raised concerns and wide-ranging issues for many small businesses which continue to impact day-to-day operations and will likely persist for the foreseeable future. During this unprecedented time, Bagley & Rhody, P.C. remains ready, willing, and able to serve our clients and community. Our attorneys continue to closely monitor the legal implications for […]

Read More

Author: Bagley & Rhody | Date:

It is often said that you must be appreciative of your past before looking forward to your future. We are grateful for those around us, appreciative of what we have accomplished, and hopeful for what we will become. First and foremost, we are immensely thankful for the strong foundation laid for the firm by Charlie […]

Read More

Author: Bagley & Rhody | Date:

During this time of uncertainty, we understand that you are concerned with how the current events impact each area of your business and personal life.  We want to ensure you that we have taken necessary precautions to ensure the health and safety of our employees, their families, and our clients and friends.  And of equal […]

Read More

Author: Bagley & Rhody | Date:

EXECUTIVE SUMMARY Congress recently enacted legislation that will expedite Required Minimum Distributions that must be paid from inherited retirement accounts which will accelerate income tax liability. Additionally, if inherited retirement accounts are payable to a trust for the benefit of a beneficiary, this new legislation can cause unplanned outright distributions of trust assets to such […]

Read More

Bagley & Rhody | © Copyrights 2020