When you consider the concept of guardianship as it applies to estate planning, you are naturally going to think about children that tragically lose their parents. This is certainly one form of … [Read more...]
Five Key Facts About Estate Taxes
Before you have done any research into the subject, you may assume that all families must pay some type of estate taxes. After all, every financial event in your life seems to be subject to taxation, … [Read more...]
Inheritance Planning for Business Owners
Business owners and partners face some unique inheritance planning challenges. The correct way to approach them will depend upon the circumstances, and this is why personalized attention is key. This … [Read more...]
Don’t Overlook This Estate Planning Tool
Far too many people put the subject of estate planning on the back burner. They are under the assumption that you draw up a last will late in your life and that’s all there is to it.In reality, … [Read more...]
Medicaid Planning: It’s a Numbers Game
Before we share the numbers that we are referring to in the title this post, we should provide some background information so you know why they may be relevant to you.If you pay into the program … [Read more...]
Legacy Planning: Gifts From the Heart
Estate planning is often looked upon as a purely financial endeavor, and the monetary part of the equation is certainly at the core. This being stated, there is a more comprehensive approach called … [Read more...]
Estate Planning and Individual Retirement Accounts
It is important to take the right steps over an extended period of time to facilitate a comfortable retirement. For most people, an individual retirement account (IRA) will be part of the plan.If … [Read more...]
Estate Planning for Young Adults
A lot of people reduce the concept of estate planning to a purely financial matter. You use a will, or perhaps a trust, to state your final wishes, and that’s the end of it.In reality, there are … [Read more...]
Asset Transfers That Are Not Subject to Probate
If you were to take a course called “Estate Planning 101,” the first topic that would be addressed would probably be probate. This is a legal process that is often part of the equation when assets are … [Read more...]
