Loan or Gift? Handle Intrafamily Transfers with Care
If you’re like most people, an important goal of estate planning is to provide financial assistance to your children or… Read More
Make Your Estate Plan “Letter” Perfect
Are you creating or updating your estate plan? Primarily, you need a will that divides up your assets among beneficiaries.… Read More
Why You Need a Succession Plan and an Estate Plan
Spoiler alert: In the acclaimed HBO series “Succession,” the patriarch of a family run business, Logan Roy, fails to name… Read More
Estate Planning Pitfall: You Haven’t Properly Funded a Trust
A trust can form the cornerstone of your estate plan, and trusts come in a variety of flavors. Indeed, there’s… Read More
Have You Substantiated Your Charitable Gifts?
If you’re charitably inclined and you itemize deductions, you may be entitled to deduct your charitable donations. The key word… Read More
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
