How Much Should We Be Talking About Estate Plan with Adult Children?
January 8, 2021
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Even those with thorough estate plans might have neglected to discuss details with potential heirs.
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Is the Pandemic Motivating People to Do Estate Planning?
January 6, 2021
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Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.
Should a GRAT Be Part of My Estate Plan?
December 22, 2020
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Low interest rates and looming potential tax changes make this a good time for high-net-worth clients to use a special tool to transfer wealth: the grantor-retained annuity trust (GRAT), a strategy to reduce future estate taxes, by transferring assets to beneficiaries without using the lifetime gift tax exclusion.
What are the Basic Estate Planning Documents?
December 21, 2020
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In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
The Biggest Estate Planning Mistakes and How to Avoid Them
December 15, 2020
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One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Is Transferring a House to Children a Good Idea?
December 10, 2020
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Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
What Does Legacy Planning Mean?
December 9, 2020
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To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
When Should Succession Plan Be Used?
December 2, 2020
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We currently have the highest estate tax exemption and the lowest intra-family interest rates in history. That combination alone is significant, but when mixed with the potential for lower estate and gift tax exemptions and depressed business valuations, you have a potent catalyst for transitioning ownership.
Despite Pandemic, Many Still Don’t Have an Estate Plan
November 9, 2020
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The Covid-19 has produced a rise in estate planning…but not a large enough one. Most Americans still do not have a last will and testament.
Estate Planning Actions to Consider before 2020 Ends
November 2, 2020
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If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
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