Procrastination with estate planning is common, but nonetheless unfortunate. Without a proper estate plan, you risk family conflict, placing a burden on loved ones during a difficult time, and ultimately leaving less money for the people you want to provide for. Having an estate plan is like having an insurance policy—you hope you...
Category: Legacy Planning
Five Things To Know About Legacy Planning
We did a lunch & learn last week on IRA Trusts, something you newsletter readers have read about, courtesy of me, all too often. IRAs are potentially great assets to pass on, but only if structured properly. Unfortunately, there are many pitfalls with IRAs and inheritances.
One issue that comes up a...
Does A Medicaid Trust Make Sense?
Prepare for the SECURE Act
Five Estate Planning Myths
There are many misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a tailored plan that is perfect for you and your family.
If you read our newsletter, you know it is not the first...
The Essential Estate Plan
The State of Estate Planning
This year, estate planners around the country are dealing with the new SECURE Act that Congress passed and the President signed into law late last year. The SECURE Act went into effect on January 1 and makes several changes to retirement plans.
For clients hoping their children or loved ones would be able to “stretch”...
Fall Estate Plan Check-Up
Fall Estate Plan Check-Up
As we rapidly enter the Fall season, I thought it would be a good time to check back in and discuss a few estate planning concepts.
With the election season upon us, there is continued talk of what tax laws may change, and how that may affect estate planning. As...