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Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages… Read More
Tag: Estate Plan
Estate Planning Pitfall: You’ve Named the Wrong Executor
Maybe you thought that a member of your immediate family — perhaps your spouse or oldest child — would serve… Read More
Does a Qualified Charitable Distribution Make Sense This Year?
A unique provision in the tax code allows certain transfers, made directly from a traditional IRA to a qualified charitable… Read More
No 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
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
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
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
