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
Category: Estate Plan
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
Estate Planning Pitfall: You Haven’t Coordinated Your Estate Plan With Your Spouse
Estate planning can be complicated enough when you don’t have a spouse. But things can get even trickier for married… Read More
Net Gifts – A Gift-Giving Technique That Makes Sense in Certain Situations
Lifetime giving is a smart strategy to reduce your taxable estate. However, if you’ve exhausted your $12.06 million federal gift… Read More
Will Your Will Be Contested?
If your estate has to be probated, in a perfect world everything will go without a hitch and the assets… Read More
Need to Make a “Quick Fix” to Your Will?
Executing a codicil may be the answer For most people, the first step in estate planning is to create a legally… Read More
Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan
Traditionally, an estate plan addresses the tangible assets you own, such as cash and securities, investment real estate, vehicles, and… Read More
Decisions, Decisions: Many Factors Go Into Deciding When to Transfer Wealth
A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate… Read More
Estate Planning Pitfall: You’re Using the Wrong Type of Living Trust
You may have already recognized the benefits of using a living trust. Typically, this trust type makes sense if you’re… Read More
Create an Eldercare Plan for an Elderly Loved One
No one would expect you to operate a business without developing a business plan. Typically, you would review the plan… Read More
