Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan
You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power… Read More
How Does the SECURE Act Affect Estate Planning?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest retirement planning law in decades. However, when… Read More
Take the Proper Steps to Insulate Your Estate from Creditors
For years, you may have viewed estate taxes as the main threat to your family fortune, especially if you own… Read More
HSAs: Understanding the Health Savings and Estate Planning Benefits
In addition to serving as a viable option to reduce health care costs, a Health Savings Account (HSA) can positively… Read More
Estate Planning Pitfall – Your Charitable Gifts Are Unrestricted
If you’re making sizeable donations to charity as part of your estate plan, your good intentions are clear. But how… Read More
Make Your Thoughts Crystal Clear to Your Family
Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter… Read More
To File or Not to File? A Gift Tax Return Doesn’t Always Have to be Filed.
Now that fewer people are subject to federal gift taxes, because of a generous $11.58 million lifetime gift tax exemption… Read More
Beware of the Generation-Skipping Transfer Tax
Thanks to recent tax law changes, most families can avoid liability for federal estate and gift taxes. However, there’s a… Read More
Failure To Mention a Close Relative in Your Will
Typically, you arrange to leave most of your assets to various family members, including your spouse and children. These dispositions… Read More
Estate Planning Pitfall
Pet trusts have been around for decades, but they’ve been gaining in popularity the last few years. In fact, they’re now available anywhere in the country. This brief article explains how a pet trust works.
