At the very least, your estate plan should include a legally valid will governing the disposition of assets upon your… Read More
Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts
Your will is designed to provide for the disposition of your possessions and tie up any loose ends in your… Read More
A Spouse’s Inheritance Rights Vary State by State
If you’re preparing to get remarried, your estate plan likely isn’t top of mind. However, depending on the state you… Read More
Is a Split Annuity Strategy Right for You?
The average length of retirement is 18 years, according to the U.S. Census Bureau. And with today’s medical technology, it… Read More
Estate Planning Pitfall: You Sell Real Estate for $1
Someone may have told you a story along these lines: Years ago, my grandfather bought land along the shore in… Read More
Qualified Charitable Distributions: Use QCDs to Transfer IRA Funds to Charity
After your retirement, or if you’re retiring soon, you may be more inclined to make donations to charity. However, you… Read More
Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Family Businesses Would Be Wise To Consider IRC Section 6166
It’s true that because of the current record-high gift and estate tax exemption amount, most families don’t have to worry… Read More
Does Your Family Situation Call for a Spendthrift Trust?
You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved… Read More
QTIP Trust: Strange Name, Powerful Trust
Granted, a QTIP trust is an odd-sounding name for an estate planning technique. Nevertheless, it can be a valuable strategy,… Read More