When working with an estate planning advisor, it’s critical to disclose all your assets. Importantly, any foreign assets you might… Read More
Dynasty Trust – Create a Trust That Can Span the Ages
Do you want to leave a legacy for your family? Besides passing along prized heirlooms, you can arrange a long-lasting… Read More
Are Changes Coming for the Gift and Estate Tax Exemption?
Under current estate tax law, taxpayers benefit from the most generous gift and estate tax regime in history. Indeed, in… Read More
Estate Planning Pitfall: You’ve Relocated Out of the Country Without Checking Estate Tax Laws
Are you thinking about moving abroad after you retire? If so, don’t forget to consider your destination country’s estate tax… Read More
SECURE 2.0 Eases RMD Obligations
Generally, it’s advantageous to keep funds in your retirement accounts for as long as possible. Indeed, the longer you refrain… Read More
Asset Protection and Your Estate Plan – Preserve and Protect Your Wealth For Your Heirs
Asset protection is about preserving your hard-earned wealth in the face of unreasonable creditors’ claims, frivolous lawsuits or financial predators.… Read More
Glossary of Estate Planning Terms
Estate planning has a language of its own. While you may be familiar with common terms such as a will,… Read More
Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will
Perhaps you drafted your will years ago and it references many of your existing assets, including retirement plan accounts and… Read More
SECURE 2.0 May Affect Your Retirement and Estate Plans
The original Setting Every Community Up for Retirement Enhancement Act (SECURE Act), enacted in 2019, was a significant law related… Read More
Does Your Estate Plan Account For Generation-Skipping Transfer Tax?
Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below… Read More