Do Joint Bank Accounts Create a “Right of Survivorship”?
Estate Planning
Do Joint Bank Accounts Create a “Right of Survivorship”?
For this discussion, we are assuming a hypothetical checking account owned by an elderly Widow on which she had recently added the…
Consumer Fraud Continues to Grow
Consumer fraud continues to grow and the fraudsters continue to find new and innovative ways to separate you from your money. Consumer…
While Organizing for Tax Return Preparation, Keep Your Estate Planning Needs in Mind
My accountant follows the recommended practice of sending her clients an organizer every year in the hope that clients will more easily,…
HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the…
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…
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