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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: Trusts & Estates
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
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
Breathe New Life Into a “Broken” Trust By Decanting It
Building flexibility into your estate plan using various strategies is generally advised. The reason is that life circumstances change over… Read More
The CARES Act Creates Charitable Tax Incentives
Many individuals incorporate charitable giving into their estate plans, providing assistance to their favorite charities while preserving sufficient assets for… Read More
HSAs: Understanding the Health Savings and Estate Planning Benefits
In addition to serving as a viable option to reduce health care costs, a Health Savings Account (HSA) can positively… 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
Make Your Thoughts Crystal Clear to Your Family
Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter… Read More
