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
Tag: Estate Plan
Going Through a Divorce? Ease the Transfer of Retirement Plan Assets With a QDRO
Despite its unusual sounding name, a QDRO isn’t an alien from a science fiction movie or a geometric equation. In… Read More
Overlooking Foreign Assets Can Be Detrimental to An Estate Plan
When working with an estate planning advisor, it’s critical to disclose all your assets. Importantly, any foreign assets you might… Read More
Are Changes Coming for the Gift and Estate Tax Exemption?
Under current estate tax law, taxpayers benefit from the most generous gift and estate tax regime in history. Indeed, in… 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
SECURE 2.0 Eases RMD Obligations
Generally, it’s advantageous to keep funds in your retirement accounts for as long as possible. Indeed, the longer you refrain… Read More
Asset Protection and Your Estate Plan – Preserve and Protect Your Wealth For Your Heirs
Asset protection is about preserving your hard-earned wealth in the face of unreasonable creditors’ claims, frivolous lawsuits or financial predators.… 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
SECURE 2.0 May Affect Your Retirement and Estate Plans
The original Setting Every Community Up for Retirement Enhancement Act (SECURE Act), enacted in 2019, was a significant law related… Read More
