LinkedIn
Twitter
RSS
FacebookOpening Up to SLAT Opportunities
Estate tax planning can become complicated when multiple parties are involved. For example, you may be concerned about providing assets… Read More
Tag: Estate Plan
The Art of Estate Planning
An art collection is a special asset to account for in an estate plan It goes without saying that your art… Read More
Attention Business Owners: It’s Time to Talk About Estate Planning
If you’re a small business owner, you probably don’t have a minute to spare in your busy workday, especially if… Read More
Understanding the Terms of Health Care Directives
Estate planning experts usually cite the need to include advance health care directives in a comprehensive estate plan. But there’s… Read More
Shh! This is a Silent Trust — Let’s Keep it Quiet
Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets.… Read More
Consider All the Angles of Joint Ownership
Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages… Read More
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
