How planning can minimize the impact of income taxes -
Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax....more
SECURE 2.0 provides a boost to your retirement and estate plans -
The SECURE 2.0 Act of 2022 (SECURE 2.0) expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)....more
Funding long-term care expenses: What are your options?
Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more
2/23/2023
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Family Members ,
Financial Planning ,
Inheritance ,
Long Term Care Insurance ,
Long-Term Care ,
Trusts ,
Wealth Management ,
Wills
You’ve received an inheritance: Now what?
If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan...more
5/23/2022
/ Asset Management ,
Beneficiaries ,
Estate Claims ,
Estate Planning ,
Family Members ,
Fiduciary ,
Inheritance ,
Successors ,
Trustees ,
Trusts ,
Wills
Below is a brief glance of what you'll find in the March/April 2021 issue of The Estate Planner.
- Can beneficiaries borrow from a trust?
- Taking steps to protect your will from being contested
- Defined-value...more
A SPA trust can improve the flexibility of your estate plan -
We live in uncertain times. There’s uncertainty about the economy as well as the possibility of tax increases to address the rising federal debt. For example,...more