Ways to Pass Property on to Children Considerations for Passing Property to Children “There are many ways to pass property on to children, including gifting …
“Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the …
What is a Last Will and Testament? “Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of …
Importance of Sharing Financial Information with Loved Ones “Even those who have saved and invested well may not be sharing their financial information with a …
“While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and …
Tips for Selecting and Appointing a Power of Attorney “Children may have moved away or lost touch. Old contacts may have died or become disabled. …
Estate and Inheritance Taxes “The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 …
“Even those with the best of intentions can fall into the trap of estate planning misinformation. Estate planning attorneys frequently hear rumors and ill advice …
Understanding Trusts: A Brief Overview “Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys …
“The Social Security Administration should be notified as soon as possible after a beneficiary dies. Depending on your relationship to the deceased, you may be …
