Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Estate Planning in Threes, Fours, and Fives
read more
clients’ legal issues
Army Vet Helps Both Civilians and Vets Prepare for the Best
his true life story illustrates the importance of life insurance and of estate planning to protect children from disputes and financial burdens.
Estate Planning, Too, is Based on Longevity Assumptions
Estate planning, like retirement planning, is based on longevity assumptions. As we age,, our goals and preferences change..
In Estate Planning, Consider Not Only the “What”, But the “Where”
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.
In Estate Planning, Don’t Forget the Who and the What of Home Sweet Home
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.
In Estate Planning, Little Things Can Mean a Lot
“Planning before death can address many of the issues that arise after a parent dies,” Barbara Weltman observes in Investopedia. While sibling rivalry can lead to lengthy and expensive legal actions, Weltman adds, forethought by the parents - along with proper legal...
Estate Planning? Don’t Forget to Consider Spousal Social Security Benefits
When a spouse dies, their Social Security benefits may become available to their current - or former - marital partner, Dana Anspack of thebalance.com explains, adding that spousal benefits can be available to: widowed spouses ex-spouses current spouses How does the...
Estate Planning Attorneys Reassured by Planner’s Retirement Prognosis
Clients can stop freaking out about having enough money in retirement, Craig Israelsen assures readers of Financial Planning. At Rebecca W. Geyer & Associates, we were happy to learn of Israelsen’s positive investment prognosis. While we’re estate planning and...
