Steps for an Effective Pet Protection
April 7, 2023
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Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
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What’s New with 529 Plans?
April 3, 2023
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A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a tax-free basis provided they’re used for eligible education expenses, individuals who live in states with special tax breaks for contributions tend to fare the best.
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.
Did Tom and Giselle Sign a Prenuptial Agreement?
November 22, 2022
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How will Tom Brady divide their assets and fortune? Did they sign that prenup?
What Happens to Digital Assets After Death?
September 19, 2022
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Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
What is Potential Impact of IRS Change Regarding RMDs?
July 26, 2022
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The IRS is weighing a change that could leave your heirs poorer than you might hope.
Is Putting a Home in Trust a Good Estate Planning Move?
May 25, 2022
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Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Should I Have a Roth IRA?
May 16, 2022
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Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won’t be stuck with a tax bill in retirement when you can least afford to pay it.
How to Get Started on an Estate Plan
May 2, 2022
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The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
What Happens to a Pet when Owner Dies?
April 27, 2022
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While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.
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