Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
“Bucketing” Your Estate Plan
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estate planning documents
“Trump Accounts” Provide Food for Thought for Grandparents
The availability of the new “Trump accounts” raises questions about gifts to grandchildren as part of one’s overall gift strategy and estate planning.
Managing an Inheritance Like a Pro Might Take a Pro
Managing an estate can be time-consuming and stressful, and often involves tax issues and the probate court.
Baby Boomers vs. Gen Xers – They Approach Estate Planning Differently
Precisely because there are differences in the way Baby Boomers and GenX-ers approach estate planning, it is important to initiate a conversation to share intentions and ideas…
Knowing When to Say “When”
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Estate Planning for the Single Guy or Gal
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.
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Is it a good idea to place my house in a trust?
Trusts are legal tools where the trustees hold and manage assets on behalf of the beneficiaries. They are commonly used in estate planning to manage and distribute assets to family members and others. They can help avoid probate, reduce estate taxes, and provide more...
Bequeathing Ideas and Values
There’s more than one way to share a legacy. In addition to passing on assets, total estate planning includes passing on values and ideals.
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
