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FacebookNo 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
Category: Estate Plan
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
The CARES Act Creates Charitable Tax Incentives
Many individuals incorporate charitable giving into their estate plans, providing assistance to their favorite charities while preserving sufficient assets for… Read More
Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan
You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power… Read More
How Does the SECURE Act Affect Estate Planning?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest retirement planning law in decades. However, when… Read More
Take the Proper Steps to Insulate Your Estate from Creditors
For years, you may have viewed estate taxes as the main threat to your family fortune, especially if you own… Read More
Estate Planning Pitfall – Your Charitable Gifts Are Unrestricted
If you’re making sizeable donations to charity as part of your estate plan, your good intentions are clear. But how… Read More
