How Do I Reduce Size of My Taxable Estate?
January 26, 2023
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Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
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What Exactly Does an Executor Do?
January 20, 2023
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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.
Beneficiary Mistakes to Avoid
January 19, 2023
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Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
Does My Estate Plan Need an ‘ePlan’?
January 6, 2023
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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.
What are the Tax Brackets for Next Year?
December 27, 2022
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People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.
Estate Planning Mistakes to Avoid
December 22, 2022
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From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
Giving to My Favorite Charity in Estate Plan
December 19, 2022
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Some people choose, upon their passing, to give their inheritance to a specific charity or organization. The great news is you don’t need a famous surname to give like a philanthropist.
How to Transfer Business to the Next Generation
December 12, 2022
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Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
Can You Prevent A Will from Being Contested?
December 9, 2022
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From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
Can You Plan for Probate?
December 7, 2022
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The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
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