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What Kind of Trust Is Right for You?
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 for …
What Is a SLAT in Estate Planning?
Understanding SLATs in Estate Planning“If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, …
What Are Typical Estate Planning Documents?
Essential Estate Planning Documents Overview“If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not …
Can I Be Sure My Estate Plan Works?
Avoiding Common Estate Planning Mistakes“Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take …
Making the Most of Exemptions and Flexibility in Gifting
Introduction to Gift Planning with Flexibility “Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These …
Different Trusts for Different Estate Planning Purposes
“Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that …
Don’t Overlook Key Parts of Estate Plan
The Essential Components of Estate Planning “During the past four months, more than 141,000 Americans have died of COVID-19. Anecdotal evidence suggests that the pandemic …
Why Everyone Needs an Estate Plan
The Importance of Estate Planning“If you think of estate planning as something only ultra-wealthy people need to do, you’re not alone. That’s a common misconception.”Estate …
Inherited IRAs Require Careful Handling
Navigating the Complex World of Inherited IRAs “One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give …
Take Advantage of Tax Laws Now
Utilize Current Tax Laws Before Potential Changes “If you like the way the laws are today, you need to take advantage of them now, before …
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