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LEGACY LESSON: Understanding Estate Planning...
In this episode of LEGACY LESSON, Jason Marx explains the critical differences between wills and trusts through the story of Margaret, a widow ensuring her estate is distributed to her children and... Read More > -
Maximizing Real Estate Investments: Key Estate Planning...
Sarah and Raj, a mid-30s couple, are guided by tax, trust, and estates attorney Jason Marx in exploring estate planning strategies for their growing real estate investments. Marx's comprehensive... Read More > -
LEGACY LESSON: Could Divorce Be a Financial Lifeline in...
In the inaugural episode of LEGACY LESSON, we delve into a topic rarely discussed openly: the use of divorce as a strategic financial tool in the face of chronic illness. Attorney Shawn McClelland... Read More > -
Estate Planning Explained by Jason Marx: Phases and...
Jason Marx breaks down the critical phases and components of estate planning. Whether you're starting your estate plan or looking to update an existing one, this video provides valuable insights into... Read More > -
Essential Surrogate Decision Making Documents...
Jason E. Marx, partner at Mandelbaum Barrett PC, emphasizes the critical role of surrogate decision-making documents, such as powers of attorney, living wills, and advanced healthcare directives.... Read More > -
Understanding the 2024 IRS Updates on Estate and Gift Tax...
In 2024, significant changes to the IRS regulations regarding estate and gift tax exemptions are set to take effect. These updates, critical for individuals and couples engaged in estate planning,... Read More > -
2024 Updates to the Lifetime Exemption to the Federal Gift...
The IRS has announced some important updates to the federal gift and estate tax exemptions for the year 2024. These updates have significant implications for individuals and couples who are... Read More > -
Video: The Wildenstein Case, Tax, Trusts & Estates....
Join us as we explore Silvia Wildenstein's quest to rectify her inheritance. With insights from Chris Zona, white-collar crime and criminal defense attorney, and Shawn McClelland tax, trusts, and... Read More > -
Legal Insights on Claiming a Lottery Jackpot...
Partner in the Commercial Litigation & White Collar and Criminal Defense Group, Chris Zona, and Partner in the Tax, Trusts & Estates Practice Gorup, Shawn McClelland, discuss the steps you... Read More >