Is Your Estate Plan Ready for Future Estate Tax Law Changes?
The year 2017, when the Tax Cuts and Jobs Act was signed into law, seems like a long time ago.… Read More
Have Grandkids? Opening 529 Plan Accounts Can Benefit Them and Your Estate Plan
The cycle continues: Your adult children — one of the first generations to benefit from Section 529 plans — are… Read More
The IRS Delays RMDs for Inherited IRAs
The IRS has for the third consecutive year offered relief to taxpayers covered by the “10-year rule” for required minimum… Read More
Estate Planning Pitfall: You Haven’t Informed Your Family About Your Estate Plan
There’s no question that creating an estate plan can be a major undertaking. But finally putting all the pieces of… Read More
A Difficult Decision: Choosing the Right Person to Be Your Estate’s Executor
The executor of your estate acts as the quarterback of your estate plan. This person calls the shots for your… Read More
Digital Assets: Properly Account for These Assets in Your Estate Plan
In 2024, it’s fair to say that most people have some form of digital assets. This asset type can include… Read More
Bringing Back the Bypass Trust
According to some people, the bypass trust (sometimes referred to as a credit shelter trust) has gone the way of… Read More
Long-Term Care Expenses Can Destroy Your Estate Plan: Plan Accordingly
Estate planning is about much more than reducing taxes; it’s about ensuring your loved ones are provided for after you’re… Read More
Revocable Trusts Offer Benefits, But Beware of Their Drawbacks
There’s a good chance that your estate plan includes a revocable trust — sometimes known as a “living trust.” This… Read More
Estate Planning Pitfall – You’ve Failed to Properly Amend Your Will
Suppose you want to make a change to your will. It could be something relatively minor, such as a beneficiary… Read More
