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…
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.
New and pending legislation on both a state and Federal level will potentially affect our clients – here are some of the issues under discussion….
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
There have been many changes in estate planning law, in technology, and in the law. Some principles of estate planning, though, never change.
Estate planning must include planning for incapacity, in order to assure that your affairs can be handled in the event illness or injury prevents you from handling those yourself.
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
The emotional aspects of money often cause family members t avoid frank conversation with loved ones. There are reasons to tell beneficiaries what to expect, avoiding conflicts.
