"Before assets reach children or charities, they most often move to a surviving spouse," Erica Ellis points out in Financial Advisor Magazine, urging financial advisors to establish relationships with both spouses. "The moment of transfer" (after one spouse has...
Both givers and receivers need to be strategic about communicating when it comes to estate planning and wealth transfer, John Vandergriff emphasizes in a Kiplinger article. On the other hand, he notes, "The reality is that not everyone wants their children to know...
“Bucketing” is a way to give form and function to estate planning, anticipating not only your own future needs, but those of your beneficiaries at different stages of their lives.
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.
Behavioral qualities make people act in a certain way, and estate planning is a particularly sensitive top, with different personality types tending to react differently.
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
Is Interest in doing estate planning on the decline? It’s important to remember that controlling your assets and documenting your wishes can be established only through planning.
The IRS has clarified the rules for inherited IRAs.
