Tag: Last Will and Testament
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
Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Does Your Family Situation Call for a Spendthrift Trust?
You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved… Read More
QTIP Trust: Strange Name, Powerful Trust
Granted, a QTIP trust is an odd-sounding name for an estate planning technique. Nevertheless, it can be a valuable strategy,… Read More
Estate Planning Pitfall: You Haven’t Coordinated Your Estate Plan With Your Spouse
Estate planning can be complicated enough when you don’t have a spouse. But things can get even trickier for married… Read More
Net Gifts – A Gift-Giving Technique That Makes Sense in Certain Situations
Lifetime giving is a smart strategy to reduce your taxable estate. However, if you’ve exhausted your $12.06 million federal gift… Read More
Why Contingent Beneficiaries Matter
Your will is the foundation of your estate plan. Notably, it provides for the disposition of your worldly possessions, including… Read More
Will Your Will Be Contested?
If your estate has to be probated, in a perfect world everything will go without a hitch and the assets… Read More
Need to Make a “Quick Fix” to Your Will?
Executing a codicil may be the answer For most people, the first step in estate planning is to create a legally… Read More