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Adela Iturregui
Oct 274 min read
Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
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Adela Iturregui
Aug 253 min read
Urgent Update: Kamala Harris Pushes for Game-Changing Estate Tax Overhaul—What You Must Know Before 2025!
These are some of the proposed tax law changes for January 2025.
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Adela Iturregui
Aug 192 min read
Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
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Adela Iturregui
Aug 32 min read
Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
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Adela Iturregui
Mar 134 min read
Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
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Adela Iturregui
Dec 28, 20234 min read
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
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Adela Iturregui
Oct 8, 20232 min read
Estate Planning for Special Needs Beneficiaries
Estate planning is a vital aspect of securing your family's financial future and ensuring that your loved ones are cared for when you're...
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Adela Iturregui
Aug 6, 20233 min read
Glamour and Protection: Unveiling the Magic of Hybrid DAPTs
Hello, fabulous readers! It's Attorney Barbie, your stylish legal guru, and today I'm beyond excited to introduce you to the glamorous...
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Adela Iturregui
Aug 6, 20232 min read
Barbie's Glam-tastic Guide to Protecting Your Assets: Introducing Domestic Asset Protection Trusts
Hey, fabulous friends! It's Barbie here, your go-to gal for all things chic and fabulous. Today, I'm spilling the tea on how to keep your...
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