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Estate Planning Archives | Delap CPA

07 Nov

What’s Next: Remaining Opportunity Zone Questions

November 7, 2018 | By | No Comments

November 6th, Delap hosted a webinar covering the details of Opportunity Zones. If you missed the live webinar we’ve shared a link to the recording below. The second set of proposed regulations are promised by the end of the year. Delap is looking to address some lingering questions and will be providing updates as soon […]

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30 Oct

Update: Opportunity Zone Proposed Regulations

October 30, 2018 | By | No Comments

October 29, 2018 — At this point, you may have heard about investing in Opportunity Zones (OZ).  We’re excited to share some highlights about new information recently released. On October 19th, the Department of Treasury published proposed regulations answering many of the questions we had when OZ’s were first introduced in the Tax Cuts and Jobs […]

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10 Oct

Did You Really Mean for Your Ex-Spouse to Inherit Your IRA? (And Other Common Mistakes in Beneficiary Designations)

October 10, 2017 | By | No Comments

When someone dies, and their heirs begin the process of settling the estate, it is not uncommon to be surprised to learn who is the beneficiary of the IRA or 401(k) is. We have seen cases where the ex-spouse or sibling is the beneficiary rather than the spouse.  This happens when the decedent fails to […]

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20 Oct

How to Avoid Prince’s Estate Planning Mistakes

October 20, 2016 | By | No Comments

From his first No. 1 Billboard hit “Let’s Go Crazy” to the creation of popular 80’s movie “Purple Rain”, very few will doubt the music legacy Prince left when he passed earlier this year. However, family members of late music Phenom may be more concerned that he left his estate in a different direction—chaos. What […]

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25 Mar

Avoiding Estate Tax Traps

March 25, 2015 | By | No Comments

While planning for estate tax filings upon death isn’t something anyone is jumping to do, it is essential to saving your family and loved ones from potential and unnecessary tax obligations. One of the key elements of the American Tax Relief Act of 2012 (ATRA) – portability – allows for the transfer of any unused […]

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