Loan or gift?
Handle intrafamily transfers with care -
If you’re like most people, an important goal of estate planning is to provide financial assistance to your children or other loved ones, ideally at the lowest...more
Sharing is caring -
How much should you tell your loved ones about your estate plan?
After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more
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