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Two Words Could Undo Your Entire Estate Plan
The Importance of Accurate Estate Planning“’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.” No one relishes the idea …
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 …
There Are Rules for Social Security When Someone Dies
The Importance of Reporting a Death to Social Security “When a loved one passes away, there are usually various arrangements that need to be made. …
Should You Add Someone to Your Bank Account?
“I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of …
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 …
Planning Future for Nontraditional Families
Introduction “Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll back protections for non-traditional families. Regardless of the …
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 …
How Does Guardianship Work?
Understanding Guardianship for Incapacitated Individuals “As a result of illness, old age or incapacity, what may happen when you can no longer handle your own …
Consider Funding a Trust With Life Insurance
Understanding the Role of Life Insurance in Trust Funding “Estate planning is all about ensuring that your wishes are met after your death. All estate …
Do I Have To Pay Taxes During Retirement?
Understanding Taxes During Retirement “Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income …