Amid shifting family structures, there is a good chance that you are part of a stepfamily, or know somebody who is. At its heart, stepfamilies embrace the unique challenges of
Including in your trust a trust protector who will have the ability to make necessary adjustments to the trust provisions as circumstances, beneficiaries, and governing laws change is important.
Think you know everything there is to know about estate planning? Having a solid understanding can make a huge difference for you and your loved ones. Test your knowledge with
What comes to mind when you think of the typical American family? Today’s families take many different forms: Some are blended through divorce and remarriage while others are built through
We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is
Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with
Happy National Stepfamily Day to all who celebrate it! Amid shifting family structures, there is a good chance that you are part of a stepfamily—or know somebody who is—which makes
Living abroad is very different from spending a few weeks there. In addition to the challenges of adapting to a foreign culture, prospective buyers must be aware of the financial, legal, and tax implications of buying real estate abroad before signing the dotted line.
It is always good for members of the military and their loved ones to create or revisit their estate plan. Military families face unique estate planning considerations that others do not, especially when a family member is deployed overseas or receives a temporary duty assignment. In addition, service members have access to special benefits and resources that can add complexity to the planning process, so seeking guidance if you are a military family is important.
As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today, the need for estate tax planning has drastically decreased. However, with a top marginal income tax rate of 37 percent, the focus of estate planning has shifted to a new frontier: income tax basis planning.