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Single Parents Need Estate Planning

Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
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Proposed Taxes Impact Estate Planning?

President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
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Long-Term Care and Irrevocable Trusts

With the possibility of needing long-term care in the future, many people are interested in proactive planning.
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Motivate My Heirs After I’m Gone?

Is It OK to Rule from the Grave?
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Inheritance and Estate Taxes

Federal estate taxes were created in 1916, taxing estates valued at over $5 million. This amount changed to $50 million in 1932. In 1940, it dropped to $10 million, then $5, then $3. In 2002-2007 estates worth more than $2 million paid the tax.
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Transfer on-Death in Estate Planning?

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.
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Top 10 Estate Planning Myths

Everyone needs to worry about estate planning. That planning doesn’t only pertain to what happens when you die but what could happen if you end up incapacitated.
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Do Trusts Help Succession Planning?

Most estate planning starts with a will. The legal document covers what to do with your assets and provides important direction on the care for minor children.
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Protecting Inheritances in Blended Families

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.
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Estate and Tax Items Before Deadline

What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
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