How Powers of Appointment Can Improve Your Trust
Today many estate plans contain trusts that will continue for the benefit of a spouse’s lifetime and then for the [...]
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01, 2015
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01, 2015
3 Powers to Consider Giving to a Trust Protector
Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse’s lifetime and then for [...]
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01, 2015
The Wrong Successor Trustee Can Derail Your Final Wishes
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then [...]
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12, 2014
Time is Running Out for Certain Estates to Make the Federal Portability Election
As a result of a 2010 tax law, a surviving spouse can receive his or her deceased spouse’s unused estate [...]
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12, 2014
Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether [...]
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12, 2014
The Clock is Ticking on Maxing Out Your 2014 Retirement Plan Contributions
With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan [...]
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12, 2014
4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. [...]
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11, 2014
Year End Estate Planning Tip #5 – Make Gifts that Your Family Will Love but the IRS Won’t Tax
Don’t let the chaos of the holiday season prevent you from avoiding federal gift tax by making “annual exclusion” gifts, [...]
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11, 2014
What the 2015 Inflation Adjustments for the Estate Tax Exemption and Trust Income Tax Brackets Mean for You
The Internal Revenue Service has released the official inflation adjustments that will affect 2015 federal reporting for estate taxes, gift [...]
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11, 2014
An Estate Planning Checklist to Facilitate Wealth Transfer
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by [...]