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FacebookUnderstanding the Terms of Health Care Directives
Estate planning experts usually cite the need to include advance health care directives in a comprehensive estate plan. But there’s… Read More
Category: Estate Plan
Shh! This is a Silent Trust — Let’s Keep it Quiet
Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets.… Read More
Consider All the Angles of Joint Ownership
Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages… Read More
Estate Planning Pitfall: You’ve Named the Wrong Executor
Maybe you thought that a member of your immediate family — perhaps your spouse or oldest child — would serve… Read More
Does a Qualified Charitable Distribution Make Sense This Year?
A unique provision in the tax code allows certain transfers, made directly from a traditional IRA to a qualified charitable… Read More
No Free Lunch For the Sandwich Generation
Are you part of the sandwich generation? This is the name given to people caught in the middle between caring… Read More
Is Now the Right Time to Forgive Intrafamily Loans?
Whether you made intrafamily loans years ago or perhaps this year in response to a loved one’s financial troubles due… Read More
Estate Planning Pitfall: A Significant Portion of Your Wealth is Concentrated in a Single Stock
It’s been said repeatedly: Don’t put all your eggs in one basket. Yet many individuals often disregard this adage. And… Read More
The CARES Act: Recent Tax Law Changes May Affect Your Estate Plan
The Coronavirus Aid, Relief and Economic Security (CARES) Act is designed to provide tax relief to individuals and businesses struggling… Read More
Breathe New Life Into a “Broken” Trust By Decanting It
Building flexibility into your estate plan using various strategies is generally advised. The reason is that life circumstances change over… Read More
