Estate Planning Pitfall: You Haven’t Recently Updated Your Powers of Attorney
Health care and financial powers of attorney are critical components of an effective estate plan. Indeed, while much of your… Read More
The Long View of Long-Term Care Insurance
What are the chances that you or someone in your family — perhaps an elderly parent — will need long-term… Read More
Planning Is Essential If You’re Inheriting Assets
If you’re in line to receive a significant inheritance, your feelings may range from exhilaration to relief, not to mention… Read More
Should You Place Your Home in a QPRT?
If you own your principal residence, you may be able to benefit from its build-up in equity, realize current tax… Read More
Estate Planning Pitfall: You Missed the Estate Tax Filing Deadline
You likely don’t need to be reminded about filing your federal income tax return on time. Indeed, the tax filing… Read More
Going Through a Divorce? Ease the Transfer of Retirement Plan Assets With a QDRO
Despite its unusual sounding name, a QDRO isn’t an alien from a science fiction movie or a geometric equation. In… Read More
Overlooking Foreign Assets Can Be Detrimental to An Estate Plan
When working with an estate planning advisor, it’s critical to disclose all your assets. Importantly, any foreign assets you might… Read More
Dynasty Trust – Create a Trust That Can Span the Ages
Do you want to leave a legacy for your family? Besides passing along prized heirlooms, you can arrange a long-lasting… Read More
Are Changes Coming for the Gift and Estate Tax Exemption?
Under current estate tax law, taxpayers benefit from the most generous gift and estate tax regime in history. Indeed, in… Read More
Estate Planning Pitfall: You’ve Relocated Out of the Country Without Checking Estate Tax Laws
Are you thinking about moving abroad after you retire? If so, don’t forget to consider your destination country’s estate tax… Read More
