You Can Relax if Your Estate Plan Includes a SPA Trust
During times of economic and tax law uncertainty, the more flexible your estate plan, the better. As some parts of… Read More
Tag: Estate Plan
Have You Named Successor Fiduciaries?
It’s generally not enough to appoint an executor to handle your estate after your death or name a trustee to… Read More
Estate Planning Pitfall: You Don’t Have a Residuary Clause in Your Will
You may spell out specific bequests in your will, such as giving your grandchild your prized collectibles or dividing up… Read More
The Return of RMDs: COVID-19-Related Suspension of RMDs is a Thing of the Past
The temporary reprieve is over. Due to the COVID-19 pandemic, Congress suspended the rules for required minimum distributions (RMDs) in… Read More
Protecting Business Wealth From Creditors
If you’re a business owner, you’ve likely worked long and hard to achieve your goals. It would be a shame… Read More
Behold the 21st Century Will: The E-Will!
A will is commonly drafted in a lawyer’s office in the presence of witnesses and a notary public. However, this… Read More
Estate Planning Pitfall: You Haven’t Updated Your Estate Plan After a Move
Are you planning to move to a different state? It may be due to a change in jobs, a desire… Read More
Can an ABLE Account Benefit Your Family?
A family with a disabled child faces difficult planning challenges. For many years, the most effective estate and financial planning… Read More
Family Education Trusts: Leave a Lasting Legacy For Your Heirs
Providing for the educational needs of your children, grandchildren and even future generations is an honorable estate planning objective. What… Read More
An ILIT Can Be a Wealth Preserver for your Family
Life insurance is often an integral part of an estate plan. By acquiring life insurance coverage, you can provide liquidity… Read More
