How to Prepare for Retirement
It seems as though we are all told to start retirement planning the moment we enter the work force. Of
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Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest, but most overlooked, ways to do some quick planning is to take advantage of the annual per donee exclusion amount which can have a tremendous impact on reducing the estate without use of the applicable exclusion amount.
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What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden years. Each person’s unique facts and circumstances should inform that decision, including, without limitation, the various taxes imposed by each state. The findings in this article might surprise you.
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Advantages of Including a Spendthrift Provision Your Trust
Given the numerous and varied estate planning goals that a trust can help you achieve, there is a very good
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Should I Invest in a Pre-Paid Funeral Plan?
You would undoubtedly prefer to spare your loved ones from having to go through additional grief and stress following your
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What Is the Best Way to Plan for Incapacity?
Ideally, your estate plan should accomplish numerous inter-related goals that go beyond simply planning for the disposition of your estate
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What Is an ILIT?
One of the first orders of business that you must address when you are planning your estate is the matter
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Estate Planning for the Beginner
Although you probably understand the importance of having an estate plan in place, the prospect of creating that plan can
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Will I Lose My Home If I Need to Qualify for Medicaid?
Although you may not realize it yet, there is a very good chance that you (or a spouse) will need
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What Is the Difference between a First-Party and a Third-Party Special Needs Trust?
If you are the parent of a child with special needs, you need to address your child’s needs in your
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5 Steps to Create a Trust
Throughout your life, you will likely review and revise your estate plan numerous times to reflect the changes to your
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Can a Beneficiary Sell Her Trust Benefits?
As you may already know, a Last Will and Testament is not the only estate planning tool available for gifting
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