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WHAT ESTATE PLANNING AWARENESS MEANS FOR YOU
Estate planning, including Advance Directives, is important for everyone regardless of wealth or family status. If you become incapacitated or pass away…
TRUSTS – THE SWISS ARMY KNIFE OF ESTATE PLANNING
Seek Professional Advice With changes to the U.S. tax code and the high cost of living and medical care, it is especially…
6 STEPS FOR INTER-GENERATIONAL ESTATE PLANNING
Inter-generational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as…
HOW TO MANAGE YOUR BASIS “STEP UP”
If you are planning to leave someone an inheritance, or someone has left you an inheritance, it is important for you to…
5 TIPS FOR SUCCESSFULLY RECEIVING AN INHERITANCE
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…
CONSIDER “MICRO” ESTATE PLANNING IN THE NEW YEAR
You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate complications and costs, lowering tax liabilities, and…
WHAT TO EXPECT FROM ESTATE PLANNING IN 2018
As we look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can…
YOU CAN GIVE AWAY MORE TAX FREE IN 2018
After staying the same for five years, the amount you can give away to any one individual in a particular year without…
THE MORE YOU KNOW: REVERSE MORTGAGES & ESTATE PLANNING
You have likely seen several advertisements for reverse mortgages. The concept is a simple one: as long as you own and live…
FACTORING LONG-TERM CARE INTO YOUR ESTATE PLAN PAYS OFF
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that…
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