Do You Need a Revocable Trust?
Living trusts are private, changeable and efficient. Are they right for you?
What Happens to Federal Estate Tax in 2025?
The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.
Can You Get Around Probate?
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
Single and Over 50? Estate Planning Is a Must
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
Options for an Inherited IRA
Inheriting an IRA can significantly impact your financial future. Understand the ramifications of an inherited retirement to maximize benefits and minimize tax liabilities.
Top Estate Planning Mistakes Can Easily Be Avoided
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
Top Estate Planning Mistakes Can Easily Be Avoided
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
The Importance of Revocable Trusts in Estate Planning
Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.
Don’t Leave for Summer Vacation without Proper Planning
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
Why Consider a Prenup before Your Wedding?
Prenuptial agreements are becoming more popular as couples seek financial clarity and protection. They help manage assets and debts and reduce conflicts, ensuring a stable future.
