What Is a Holistic Estate Plan?
May 20, 2021
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No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
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Inheritance and Gift Tax Changes in 2021?
May 14, 2021
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Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.
A Trust can Protect Inheritance
May 12, 2021
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You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
How to Avoid Probate
May 10, 2021
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How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
Should Young Families have an Estate Plan?
May 7, 2021
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
How Does an Inherited IRA and 401(k) Work?
May 5, 2021
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So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
How to Protect Digital Assets
May 3, 2021
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While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.
Should I Discuss Estate Planning with My Children?
April 30, 2021
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Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
What Is a Living Trust Estate Plan?
April 28, 2021
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While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
What Is Family Business Succession Planning?
April 26, 2021
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If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.
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