No Estate Taxes? You Still Need an Estate Plan
Increases in the estate tax exemption has an impact on how some people are thinking about life insurance, says ThinkAdvisor...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Who Pays What Taxes on an Inherited IRA?
I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into...
How Do I Include Retirement Accounts in Estate Planning?
While most estate planning focuses on the physical property, like your home, and liquid assets, such as investment accounts,...
Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says...
How Can I Simplify the Probate Process for My Family? Beneficiary Designations
Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of these beneficiary...
Why Do I Need an Estate Plan?
Estate planning isn't only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones,...
Can I Give Real Estate to a Charity in my Estate Plan?
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would...
Incapacity Management: Do I Have All The Right Documents?
A Power of Attorney is a vital document for every adult. This document allows you to appoint another person as your...
What Should I Do for Retirement When I’m 50?
If you haven't done these things by age 50, it could be too late to do them well. The year before your retirement is not the...
He’s 60. She’s 48. What Does Their Retirement Plan Look Like?
The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in age. However, one...