Which Of These Powerful Secrets Could You Use To Build Your Ideal Estate Planning Legal Program
Keep your estate settlement simple;Avoid the court-supervised Probate process when you die;Avoid federal and state estate...
Author: Editorial
Are You Making Some of the Biggest Estate-Planning Mistakes
There are some things we just don't like to think about, much less speak about. The universal truth is we are all going to...
The Difference Between a Revocable Trust and an Irrevocable Trust.
People often ask us to explain the difference between a revocable and an irrevocable trust. That's a tough one because there...
Protecting Assets When Parent Already in the Nursing Home
The timing of your legal planning to avoid losing assets to nursing home expenses is so critical, we are not going to be...
Consequences Of Not Addressing The Nursing Home and “Medicaid Planning” Issue
One of the biggest problems that senior citizens ages 65 and older face are that they are frustrated by the fact that they...
How To Avoid Income Tax on IRA Distributions After You Die
Charities don't pay income tax when they are the beneficiary of an IRA. Leave your non-IRA assets to individuals - there...
What Are Some Options Besides A Full Probate?
A lot of people have a fear of probate. Technically speaking it is a court proceeding and generally, most people do not like...
Does A Retirement Plan Pass Through Probate? Part One.
Much like life insurance that goes to the individual named in the policy, the retirement plan goes to the individual named...
Forget About The Estate Tax. Capital Gains Tax Is The New Tax To Avoid
But almost every family who engages in estate planning has assets that have appreciated in value. That means there is the...
What Are Options That People Consider When Attempting to Protect Their Estate from Nursing Home Poverty?
We've talked to many Wisconsin families about things that they had done in an effort to protect their money from all being...