"Is your retirement plan based on Social Security fact or fiction?" a Kiplinger article asks, citing statistics showing that, while 9 in 10 Americans over age 65 receive Social Security benefits, few understand how to claim those benefits most effectively. As just one...
Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.
The death of Colts team owner Irsay gave rise to speculation about the taxes that might be due on his estate….
Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
This week’s blog discusses the handling by a recent widow or widower of real estate properties in the estate..
When real estate property is part of an inheritance, there are unique issues to anticipate when planning an estate….
Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
