Tips to Reduce Size of your Taxable Estate
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
January 23, 2023
Prevent some Common Beneficiary Errors
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 19, 2023
SECURE 2.0 Act has New Features
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
January 18, 2023
How the Guardianship Process Works
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
January 17, 2023
Qualified Charitable Distributions Reduce Tax Burden
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
January 16, 2023
The Estate of The Union Season 2|Episode 5 is out now!
The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,
January 12, 2023
Digital Assets need to be Included in Planning
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
January 11, 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
Preparing an Estate Inventory is Critical
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 9, 2023
Proper Asset Protection Can Avoid a Receiver
One of the tools used by creditors to defeat sophisticated asset protection plans is the receiver.
January 5, 2023