Category: Estate Plan
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
A Living Trust and a Pour-Over Will: Two Estate Planning Documents Working in Tandem
At the very least, your estate plan should include a legally valid will governing the disposition of assets upon your… Read More
Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts
Your will is designed to provide for the disposition of your possessions and tie up any loose ends in your… Read More
A Spouse’s Inheritance Rights Vary State by State
If you’re preparing to get remarried, your estate plan likely isn’t top of mind. However, depending on the state you… Read More
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
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