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High Interest Rates Impact Estate Planning

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound.  However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
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Where to Store Your Estate Plan?

Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
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When Estate Tax Exemptions Change?

The federal lifetime gift and estate tax exclusion will increase for 2023, with possible increases for 2024 and 2025. However, these high thresholds are only temporary, unless there is a change in tax law.
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What in an Estate Inventory?

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
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Digital Assets for Estate Planning?

At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
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Should Each Child Get Equal Inheritance?

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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What Exactly Does an Executor Do?

The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
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Estate Plan without My Spouse?

I’m looking for guidance on where to start with planning in case something happens to me or my husband.
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Social Security Increase in 2023?

The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.
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Sibling Stealing an Inheritance?

The death of a parent can be emotionally trying, especially if the passing was unexpected. It can also be a test of your patience, if there are complicated estate issues to sort out.
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