What You Need to Know About Estate Taxes
Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes.
May 4, 2023
Blog Articles
Revocable Trusts Must Be Funded to Make Estate Plan Work
The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.
May 3, 2023
How a Special Needs Trust Protects Loved Ones
While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.
May 2, 2023
Do Joint Accounts With Rights of Survivorship Work?
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 1, 2023
Protecting Inheritances in a Blended Family
As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.
April 27, 2023
Protecting Digital Assets in Estate Planning
Cryptocurrency has become a new wrinkle in the development of an estate plan.
April 26, 2023
Transfer on Death Isn’t Always a Smart Estate Planning Strategy
A primary benefit of using TOD/POD designations is that assets held in the account will pass automatically to the beneficiary without having to go through probate.
April 25, 2023
How Do I Pay for a Funeral?
No one wants to face a large bill for a funeral when they are grieving the loss of a loved one. It’s far preferable, when possible, to make arrangements in advance, utilizing one or more of the following sources of funds.
April 24, 2023
Should You Take Social Security Benefits at Age 62?
An 8.7% cost-of-living adjustment for 2023 will provide Social Security beneficiaries with the biggest boost in four decades.
February 16, 2023
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 15, 2023
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