Category: Estate Plan
A Strong Marriage is a Necessity When it Comes to Using a SLAT
When creating your estate plan, there’s a certain amount of prognosticating involved. What will your financial picture look like in… Read More
No Time Like the Present: Address Top Estate Planning Priorities Today
When it comes to estate planning, consider taking a page out of the Boy Scouts Handbook: Be prepared. The last… Read More
Is a Charitable Remainder Trust Right for Your Estate Plan?
You might have several goals you’d like your estate plan to achieve. They may include giving to your favorite charity… Read More
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
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
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
Glossary of Estate Planning Terms
Estate planning has a language of its own. While you may be familiar with common terms such as a will,… Read More