Is Your Estate Plan Bulletproof? Techniques to Help Avoid Fighting Later
An inherent problem with wills and other estate planning documents such as trusts is that, when the time comes to put them into action, you won’t be around to explain […]
Cross “Create an Estate Plan” Off Your To-Do List
If you’re like most Americans, you don’t have an estate plan (according to various sources, adults with estate plans range from 23% to 33% of the population). You may not […]
Dynasty Trusts Can Help You Leave a Generations-Spanning Legacy
Trusts generally are used to reduce tax and help individuals leave wealth to their loved ones. But most trusts don’t last forever and applicable taxes may discourage trust owners from […]
2 Important Breaks for Mature Taxpayers to Consider
If you’re an “experienced” taxpayer, you’re probably entitled to some age-based federal income tax breaks that younger taxpayers can’t claim. Here are some details to help you take advantage of […]
4 Common Estate Planning Pitfalls
Estate planning involves a lot of moving parts. So you’d be forgiven for overlooking or forgetting about certain issues when making decisions about transferring wealth in the most tax-effective manner […]
