Several Ways to Avoid Probate
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 19, 2022
Keeping the Vacation Home for Generations
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
April 18, 2022
Things You should Leave Out of a Will
Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.
April 14, 2022
Estate Planning complicated by Property in Two States
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 12, 2022
Several Advantages in a Discretionary Trust
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 5, 2022
Gifting to your Loved Ones can reduce Taxes
Everyone likes money, right? Giving money to family or friends can also be a smart tax planning move.
March 30, 2022
A Second Marriage can complicate Estate Planning
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
March 29, 2022
Alternatives to replace Stretch IRA
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
March 28, 2022
Ways to manage Taxes on Inherited IRAs?
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
March 22, 2022
Your Estate Plan can include Grandchildren
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
March 21, 2022