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
Category: Estate Plan
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
Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will
Perhaps you drafted your will years ago and it references many of your existing assets, including retirement plan accounts and… Read More
Does Your Estate Plan Account For Generation-Skipping Transfer Tax?
Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below… Read More
Has Your Buy-Sell Agreement Recently Been Updated?
A buy-sell agreement should be a critical part of your estate plan if you have an interest in a business… Read More
Who Should You Name as Your Children’s Guardian?
If you’re like most parents of young children, you’ve probably put a lot of thought into raising your kids, ranging… Read More
