Category: Trusts & Estates
Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to… 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
Gifting Made Easy: Max Out Your Annual Gift Tax Exclusion Amount
The annual gift tax exclusion amount has increased for the second straight year. The IRS raised the exclusion amount for… 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
Is a Split Annuity Strategy Right for You?
The average length of retirement is 18 years, according to the U.S. Census Bureau. And with today’s medical technology, it… Read More
Estate Planning Pitfall: You Sell Real Estate for $1
Someone may have told you a story along these lines: Years ago, my grandfather bought land along the shore in… 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