Young adults. They're still your children, but legally they're not (under the law). What are your options?

Merrell and Krystal give examples of real estate fails and how they show up during probate.

If you haven't done your estate planning (which includes legal documents that allow someone to handle your affairs in the event of an emergency)don't panic; however, now is a really good time to get them done.

We talk about remote options and some of your most common concerns during the coronavirus pandemic.

Merrell and Krystal share what they know about Coronavirus relief for small businesses.

Merrell and Krystal discuss grief, the role of sleep, and things advisors can do for their clients.

The SECURE Act of 2020 (Setting Every Community Up for Retirement):

is changing retirement, and may change how your wealth is distributed;

it may require a check-in with your estate planner to adjust your estate plan's language and/or structure to do what you originally wanted it to;

or require a check-in with the estate planner and other financial professionals in your client's sphere if you're an advisor.

When is estate planning through beneficiary designations a good idea? Merrell and Krystal discuss the very particular situations and criteria that makes this a safe estate planning tool.

Merrell and Krystal discuss gift tax limits (currently $15k in 2019), how spouses can combine their limits, and other gifts that won't count toward that limit and may be better options.

Thinking about doing some DNA testing for fun this holiday season? What if you find new relatives - or if they find you? How does that impact your estate plan? How can you take ownership of, and control, your test results?

Episode 9: When Your Client Doesn't Want What's in Their Best Interests by Tax Boss