How 401(K) Beneficiaries Work
To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.
September 28, 2020
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
September 25, 2020
How Do I Handle My Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 18, 2020
Gifting Can Help Heirs Reach Goals
Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.
September 16, 2020
Keeping The Family Farm In The Family
Develop a successful transition plan that will provide for you, your heirs and your business.
September 10, 2020
What Happens If You Don’t Fund Your Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
September 3, 2020
August 27, 2020
Planning An Estate After A Divorce
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
August 19, 2020
Inherited IRAs Require Care
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
August 17, 2020
Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
August 6, 2020