Gregory L. Matalon | Source | Partner - Estates & Trusts at Capell Barnett Matalon & Schoenfeld
Gregory L. Matalon
Gregory is a Partner of Estates and Trusts at Capell Barnett Matalon & Schoenfeld. His practice concentrates in the areas of estate planning, estate administration, elder law, and not-for-profit and religious corporations law. Gregory regularly helps individuals and families plan for the future through the preparation of Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of Attorney documents. He provides his clients with the tools to create a tax-efficient estate plan while realizing that the client’s goal/s are primary.
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Capell Barnett Matalon & Schoenfeld
Partner - Estates & Trusts
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Top things for estate planners to do before Tax Day 2023
Here's what estate planners need to accomplish for their clients prior to Tax Day, as well as regulatory changes they should be aware of.
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Taxpayers should regularly review their wills and trusts to confirm that their wishes are effectively stated. It is also important to review planning documents when asset valuations, family circumstances and laws change. A taxpayer’s annual meeting with their accountant is a good time to review net worth statements, to review IRA required minimum distribution amounts, to review beneficiary designations and to plan to meet with their attorney and wealth advisors to review current estate planning laws and possible gifting strategies.
