Your social security benefits needs to be considered part of your comprehensive estate plan.
Is Your Financial Information in Order?
Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones' burden in the future. It will ensure proper management of your financial situation and afford control over your...
Stepping Up Now in Case Step-Up is Repealed
The incoming administration has revealed a plan to repeal the step-up in bases at death. Learn about adjusting estate planning strategies to fit a potential no-step-up reality..
Planning for Children with Special Needs
Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long-term prognosis and what type...
Smart Gifting in 2021 Focuses on the Need
Estate planning has “gotten a raise’ in terms of the increased estate and gift tax exemption, but even more important, the effects of the pandemic has focused attention on the need – the needs of family members, and the needs of charitable organizations.
Your Personal Possessions: Memories Are Made of These
Suppose that your estate plan is all set. It will be taking care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Your plan will also protect your legacy from your children’s potential...
Estate Planning Gets a “Raise” in 2021
In 2021, the estate and gift tax exemption rises. Learn how current giving can benefit both donor and donee.
Senior Taxes, Money, and Retirement in a Biden Administration
The advent of a Biden Administration could bring significant changes to the current landscape for older Americans. Biden has outlined what he would like to accomplish for older Americans, and this article is intended to summarize some of those plans. Social Security...
