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Articles

Top Estate Planning Terms You Need to Know

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Delving into the process of estate planning might feel overwhelming if you’re not sure what the various terms mean. Read on to get a glossary briefing about some of the most common terms you might hear during this process.  Guardian: A person who is appointed to care for another individual. Can be for disabled persons, […]

A Will Is an Important Estate Planning Document, But It Doesn’t Always Avoid Probate

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An estate plan usually begins with a will or a living trust. While a basic will is important for providing your instructions, it does not avoid probate. Any assets that are titled in your name or directed from your will have to go through the probate process before they can be distributed to your beneficiaries. […]

Make Use of the Federal Gift Tax to Pass on Assets

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While your estate plan should certainly include careful strategies about how you want to pass on your assets after you pass away, it might also be worthwhile to use the annual gift tax allowance to transfer some of your property while you’re still alive. This can help a loved one who needs assistance now and […]

Longevity and Estate Planning for the Wealthy in 2017

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As longevity has been increasing and advances in medical technology may only continue that trend, it presents an estate planning challenge for anyone, but particularly wealthy families. The major reason for this is that it can be challenging to determine when and how to pass on assets to beneficiaries so that those individuals can begin […]

Helping a Loved One Age in Place

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One of the biggest concerns for the retiring population and individuals approaching older ages has to do with being able to age in place. More than ever, people are interested in living out their retirement years and beyond in their own home and comfortable surroundings rather than in a nursing home, assisted living facility, or […]

What You Should Know About a HIPAA Release and Estate Planning

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There are many different documents that you may wish to have in your arsenal when it comes to preparing for your future. One of these, for example, is referred to as a healthcare power of attorney which allows a trusted individual to make decisions on your behalf about your medical treatment if you become unable […]

Tax Planning Tips for Giving to Charity in Order to Make the Most with Your Gift

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If you’re thinking about giving some of your assets to charity and want to use the estate planning process to do so, you are not alone. Many individuals, regardless of their net worth, understand the value of giving back. Charitable giving benefits go well beyond planning for taxes. This is also a way to support […]

How to Use Business Succession Planning to Help Your Firm and Your Staff Grow and Thrive

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Meeting with an experienced business succession planning attorney can help you overcome what’s known as decision inertia. Meeting with a professional who has assisted others with a business succession planning process can minimize the uncertainty that may exist when it comes to thinking about your future. Helping you determine the desire for passing on the […]

Retirement & Estate Planning Hard for Boomers

No Comments Estate Planning

A new study indicates that not much has changed in the landscape of retirement and estate planning; these are major issues that a lot of boomers are struggling with. While there’s a general recognition that both processes are valuable, a lack of action can put pre-retirees and retirees at risk of major problems. These outcomes […]

Treasury Hearings Lead to Family Business Owners Decrying Estate Tax Valuation Rules

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Along with appraisers, estate lawyers, and CPAs, family business owners were present in an Internal Revenue Service auditorium recently, to share their opposition to propose Treasury Department rules that will have a significant impact on their legacy plans. These proposed rules are referred to as the 2704 regulations and these would minimize valuation discounts and lead […]

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