Have an Estate Plan, for Your Children’s Sake
After someone’s death, it is typically a time of grief, high emotion, fear of the unknown and confusion. A good estate plan can alleviate some of this.
April 18, 2020
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Estate Planning Is For Everyone
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
April 17, 2020
How Bad Will Your Estate’s Taxes Be?
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
April 14, 2020
How Can Siblings Work Together to Care for Dad?
Old resentments and rivalries often die hard, especially with sibling relationships, and caregiving situations can resurrect these issues.
April 13, 2020
Failing to Plan for Life Events Could be a Big Mistake
It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.
April 12, 2020
Steps to Take as a Parent’s Condition Takes a Turn
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
April 11, 2020
Business Exit Planning and Estate Planning
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
April 10, 2020
Include These Three Items in Your Will
A will or trust explains what you want to have happen to your assets when you die, hopefully in a very, very long time. While most people understand that a will explains what to do with money, property, and children, there are other parts you might be surprised by.
April 9, 2020
What Does ‘Portability of Estate Tax’ Mean?
Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.
April 8, 2020
Inheriting a House? What You Need to Know
Depending on whether you are the only beneficiary, or you are buying out other beneficiaries, you could move in, rent or sell.
April 7, 2020
