Posts by Steve Shane, Esq.
Weekly Scenario: Two Employers and Two Retirement Plans
Question: I work for two employers are am covered under retirement plans offered by both of my employers. Can I contribute the maximum salary deferral amount under both retirement plans?
Read MoreWeekly Scenario: What is the Generation Skipping Transfer Tax?
Question: What is the Generation Skipping Transfer tax?
Read MoreThe Weekly Scenario: UTMA Accounts
Question: What is a UTMA account and is it a recommended account?
Read MoreThe Weekly Scenario: ‘Parent-Appointed’ Guardians vs ‘Court Appointed’ Guardians
Question: In designating guardians for minor children, in practical terms, what is the difference between ‘parent-appointed’ guardians and ‘court appointed’ guardians?
Read MoreThe Weekly Scenario: Is interest paid on home equity loans still deductible under the Tax Cuts and Jobs Act (TCJA)?
Question: Is interest paid on home equity loans still deductible under the Tax Cuts and Jobs Act (TCJA)?
Read MoreThe Weekly Scenario: Should My Child’s Guardian Be In Charge of Financial Assets Too?
Question: Should the same person who is raising my children also be in charge of the financial assets?
Read MoreThe Weekly Scenario: Can I max out both my IRA and 401(k) this year?
Question: Can I max out both my IRA and 401(k) this year?
Read MoreThe Weekly Scenario: What Is A Trust Protector?
Question: What is a Trust Protector?
Read MoreThe Weekly Scenario: Requesting A Company to Turn Over A Decendant’s Photos in Digital Accounts
Question: Can an executor request a company (e.g., Apple) to turn over a decedent’s photographs stored in his digital accounts (e.g.,…
Read MoreThe Weekly Scenario: How Do I Deal With Weapons In The Home Of A Relative Who Has Dementia?
Question: My aunt is suffering from dementia and I know there are firearms in the house. I’m not comfortable with the firearms in the house for obvious reasons. How do I deal with these weapons?
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