Are 529 Plans Part of Your Estate?
June 21, 2021
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People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
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Do I Need an Estate Plan If I’m Not Married?
June 18, 2021
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If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Should I Include an Annuity in Estate Planning?
June 16, 2021
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Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
Can Family Members Contest a Will?
June 15, 2021
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The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
When Do You Have to Do Probate?
June 10, 2021
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For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
Your Will and Estate Planning Checklist
June 8, 2021
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Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
What Does the President’s Tax Plan Mean for Estate Planning?
June 1, 2021
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Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
What Is Benefit of a Roth IRA at the Time of Retirement?
May 28, 2021
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Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
What Is a POD Account?
May 26, 2021
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Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
What Is the Tax-Law Exception for 529 College Plans in 2021?
May 24, 2021
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Under a tax-law exception this year, clients can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild (or any other college-bound individual) and claim a federal gift tax exclusion for the full amount.
