Jason Breit Law

Jason Breit Law Jason R. Breit, Esq., P.C. Life & Legacy Planning, Kids Protection
Planning & Family Estate Planning

Your trust could reach the 37% federal tax bracket at just $16,000 of taxable income.A single person? Not until $640,600...
09/01/2026

Your trust could reach the 37% federal tax bracket at just $16,000 of taxable income.
A single person? Not until $640,600.
That doesn’t mean your trust is wrong. It means your IRA, trust, beneficiary form, and family goals need to work together.
This week’s article explains what to review before one old form changes what your wealth can do.
Read Here: https://jasonbreitlaw.com/ira-trust-37-percent-tax-bracket/

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who re...
08/31/2026

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who receives payouts from key financial accounts and can even override what is written in a will. Swipe to learn more.

Ensuring your beneficiary designations are aligned with your estate plan can help. If you need help reviewing or updating your beneficiary designations, contact our office.

Q: "I just made a will. Am I actually done?"Not quite.A will doesn't touch your beneficiary designations. Those override...
08/27/2026

Q: "I just made a will. Am I actually done?"
Not quite.
A will doesn't touch your beneficiary designations. Those override your will completely. It doesn't fund your trust if one was created. It doesn't cover incapacity. And it doesn't update itself when your life changes.
The full checklist is in this week's article.
Read Here: https://jasonbreitlaw.com/you-made-a-will-what-it-cant-do/

Do you know the difference between a last will and testament and a living will? Most people assume they cover similar gr...
08/25/2026

Do you know the difference between a last will and testament and a living will?

Most people assume they cover similar ground because of their similar names, but they actually serve very different purposes, and both are important parts of a complete estate plan. Swipe through for a clear look at what each document does and why you need both.

If you have estate planning questions, reach out to our office today. We are here to help ensure your wishes are fully protected.

You made a will this August.That's step one.Here's what most families don't realize until it's too late: making a will a...
08/25/2026

You made a will this August.

That's step one.

Here's what most families don't realize until it's too late: making a will and protecting your family are not the same thing.

This week's article is your checklist for what actually comes next.

Read Here: https://jasonbreitlaw.com/you-made-a-will-what-it-cant-do/

Estate planning conversations are among the most meaningful discussions a family can have and among the most avoided. Th...
08/20/2026

Estate planning conversations are among the most meaningful discussions a family can have and among the most avoided. The discomfort is understandable, but the cost of not having them can be significant. Swipe through for practical tips to help you approach these conversations with confidence and clarity.

If you have questions about the estate planning process or are looking to review your existing estate plan, give our office a call today. We are here to help.

Q: "We have a prenup. We're good, right?" A prenup is the promise. What protects your family is whether the commitments ...
08/19/2026

Q: "We have a prenup. We're good, right?"
A prenup is the promise. What protects your family is whether the commitments in it were actually carried out, and having someone whose job it is to verify that, every year.
Most families never have anyone check. That's the gap.
This week's article uses the case of Malcolm-Jamal Warner, the actor best known as Theo Huxtable on The Cosby Show, to show exactly what that gap looks like, and what should have happened instead.
Read Here: https://jasonbreitlaw.com/cosby-show-estate-plan-failed-his-family/

$1 million life insurance policy. Never purchased.A Roth IRA he agreed to fund. Never funded.Annual payments written int...
08/17/2026

$1 million life insurance policy. Never purchased.
A Roth IRA he agreed to fund. Never funded.
Annual payments written into their premarital agreement. Never made.
One year after Cosby Show star Malcolm-Jamal Warner died tragically in a drowning accident on a family vacation, his widow is suing for $1.2 million in unfulfilled promises. The commitments were in writing. They were just never carried out.
This week's blog is about what I would have done differently as their attorney.
Read Here: https://jasonbreitlaw.com/cosby-show-estate-plan-failed-his-family/

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make in...
08/12/2026

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make informed decisions about your end-of-life planning.

So, with that in mind, our team wanted to highlight several foundational pillars that every comprehensive estate plan should address. Swipe for more information.

Knowing the basics of estate planning is one of the first steps to creating a strong, protective plan. The next step is working with dedicated estate planning attorneys like our team. We are here to help guide you and your loved ones through the estate planning process and ensure that your wishes are protected. Give the team a call today, and we can get started.

"We already have a will. Does that mean our family is protected?"Not quite.A will names a long-term guardian for your ki...
08/12/2026

"We already have a will. Does that mean our family is protected?"
Not quite.
A will names a long-term guardian for your kids. It doesn't say who has legal authority with them in the first 72 hours. It names beneficiaries for your estate. It doesn't touch your retirement accounts or life insurance. It does nothing if you're incapacitated rather than gone.
And it doesn't stay current on its own.
Read Here: https://jasonbreitlaw.com/make-a-will-month-a-will-is-not-a-plan/

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