No one likes to contemplate his or her own death but making funeral arrangements is a necessary evil of estate planning. Family members usually are distressed in the immediate aftermath of a loved one’s death....more
A person’s will is the centerpiece of his or her estate plan. Typically, it’s the most important document used in estate planning and is created before any other. A document that complements a will is a letter of instruction....more
It’s difficult for many people to think about their own mortality, and it’s not surprising to learn that many put off planning their funerals. Unfortunately, this lack of planning can result in emotional turmoil for surviving...more
In This Issue:
- A win-win proposition -A charitable remainder trust benefits you and your favorite charity
- When to elect the alternate valuation date
- Do you know when an FBAR must be filed?
- ESTATE PLANNING...more
In This Issue:
- New 3.8% Medicare contribution tax: Do you know how to reduce or eliminate your liability?
- Estate planning for adopted children and stepchildren
- Shipping your trust over the state line to...more
To relieve their families of the burden of planning a funeral, many people plan their own and pay for them in advance. Unfortunately, prepaid funeral plans are fraught with potential traps. Some plans end up costing more than...more