Consider Portability as a Solution for your Surviving Spouse
A common financial mistake married farm couples make occurs when the first spouse dies, and the surviving spouse fails to ‘elect portability.’
March 1, 2023
The Estate of The Union Season 2|Episode 6 is out now!
The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by
February 15, 2023
Ideas to improve Business Succession Planning
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 9, 2023
A Joint and Survivor Annuity is an Option
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 10, 2023
Benefits and Drawbacks of Family Limited Partnerships
You don’t have to be ultra-wealthy for a family limited partnership to make sense.
January 3, 2023
Estate Planning is a Personal Process
You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?
December 27, 2022
Situations That Might Prompt a Post-Nup
While couples might sign a prenuptial agreement before they’re married and a “post-nup” after, it’s more than just the timing that differentiates these arrangements, experts say.
December 19, 2022
The Responsibilities of Being a Guardian
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
December 14, 2022
SLAT is Increasingly Popular for Married Couples
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
December 12, 2022
Steps to Ensure a Smooth Probate
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
December 7, 2022