New Installment of The Estate of The Union Podcast
In this new installment of The Estate of The Union Podcast, Brad Wiewel is joined by Ann Lumley, JD, the Director of After Life Services
September 2, 2021
Charitable Remainder Trusts can reduce Taxes
Use it to fine-tune the variables, including how much to give, how it changes your tax picture, how your cashflows are impacted, and how much is left to heirs.
August 25, 2021
Creating a Trust for a Dependent Adult
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
August 19, 2021
The Advantages of a Testamentary Trust
This legal document can also be beneficial in other situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
August 16, 2021
Roth IRA a Good Choice for Retirement
For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.
July 28, 2021
Succession Planning for Family Farm
Conversations about family succession plans are difficult.
July 27, 2021
How to Distribute Inheritance to Disabled Child
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
July 22, 2021
Celebrity Estate Planning Mistakes
If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
July 20, 2021
You can be POA and Joint Account Owner
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 attorney. How does that work? Is the son still a joint account holder?
July 15, 2021
A Trust is an Option when Children are Minors
Do I need a trust in case something happens to me?
July 8, 2021