This article examines trying to exert control over your beneficiaries after death. Often, clients try to dictate the exact manner in which funds are used. Usually, it is a better course to give the trustee discretion.
This article examines the death of Charlotte Fox, one of the most famous mount climbers ever, who fell down her stairs at home. You never know what risks might be around the corner, so you should be prepared. The article looks at the elements of a basic plan.
Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year, or the reduced ability to take a deduction next year. A donor advised fund may make sense for you. A donor advised fund allows a deduction this year, even though distributions will be made to public charities in future years. Read on to learn more about a donor advised fund.
IRAs are complex assets to handle in an estate plan. There are tax issues during life and after death. Read this article to find out more.
Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective.
There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and the uncertainties in it.
Clients often want a simple plan that maximizes their goals. This article looks at a simple way to make gifts to charity more valuable to the donor and the charity.
Roth and Traditional accounts each have their merits. This blog examines the differences between the two.
Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations avoid probate, they may introduce other problems. This article shows how a revocable trust can provide a more flexible way to achieve a client’s goals.
Only 44% of Americans have even a simple Will. We procrastinate for several reasons. Learn those reasons and how to push past them. Learn, briefly, why planning is important.