The Monthly Two Minutes – Blended Families
The Monthly Two Minutes – Blended Families We’ve started a new monthly video series that we are calling the The Monthly Two Minutes and are
June 1, 2021
A SLAT allows You to Protect Assets
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
June 1, 2021
Items Medicare Doesn’t Cover
Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
May 28, 2021
Prevent Fighting over Personal Property
When it comes to estate planning and deciding who gets what, most people concern themselves, understandably, with big-ticket items: investment accounts, real estate, business interests, etc. In doing so, it’s easy to overlook personal possessions, the seemingly mundane items that are part of daily life.
May 27, 2021
Protecting Loved Ones from Elder Abuse
The pandemic has kept our aging parents away from us and us away from them for over a year. This isolation is not total. Some people have access, some ignore warnings and some are intent on using the pandemic to hide their actions.
May 26, 2021
Including a POD Account in your Estate Plan
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
May 25, 2021
Maximize your Use of the Roth IRA
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
May 24, 2021
Strategies to Reduce Estate Taxes
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
May 20, 2021
Take Care when Transferring House to Children
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
May 19, 2021
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021