Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher... [Read more...]
Basics of Estate Planning: IRAs
IRAs are complex assets to handle in an estate plan. There are tax issues during... [Read more...]
How Tax Reform Could Impact Various Families
Learn how the Republican blueprint for tax reform would impact different families from an estate... [Read more...]
Tax Reform and the Estate Tax
There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and... [Read more...]
Basics of Estate Planning: Getting the Most out of Charitable Gifts
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
Roth and Traditional accounts each have their merits. This blog examines the differences between the... [Read more...]
6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations... [Read more...]
Estate Planning is Too Important to Procrastinate
Only 44% of Americans have even a simple Will. We procrastinate for several reasons. Learn... [Read more...]
6 Important Estate Planning Considerations – Part 5: Retirement Assets
Retirement assets may be a very large part of a person’s estate at death. It’s... [Read more...]
6 Important Estate Planning Considerations – Part 3: Your Kids
An estate plan considers not just to whom assets should go, but also how. Each... [Read more...]
Academy Event in Las Vegas Hit the Jackpot!
The Academy’s 25th Anniversary event in Las Vegas was incredible. This article discusses some of... [Read more...]
Retirement: It’s not Just About the Money
Many factors go into retirement decisions. This article examines some of those factors. Being financially... [Read more...]