Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
One way or another, the value of your business is going to directly affect the amount of tax you – or your heirs – will owe. Having a handle on your business value will prove invaluable.
There are different ways to safeguard your documents and still make sure your heirs and executor know how to find them….
It’s not easy being an estate executor. Learn what the duties are for this job – and how to make it easier for the executor of YOUr estate to do that job…
Under current estate planning law, when one spouse dies, the other can inherit all the decedent’s assets with no tax. Changes proposed by the current administration could have a devastating efffect on this kind of planning. Read about steps to take to protect spousal inheritances….
There are many estate planning factors to consider before taking early retirement…
Clients can make five years’ worth of gifts to a 529 education plan for a child or grandchild, claiming a federal gift tax exclusion for the full amount. There are at least four reasons clients might want to do this:
Certain families have cause to worry about the American Families Plan proposed by President Biden.
The general principles of estate planning are the same in every U.S. state, but each state has different tax laws and different regulations affecting wills and powers of attorney.
2021 happens to be an especially good year for charitable planning. Two tax breaks first signed into law last year are available once again this year.