Estate Planning – It’s Not Just a Tax Issue
As everyone is well aware, the U.S. Congress passed a major new tax law in December. One provision included increasing the estate tax exemption to $22.4 million for a couple […]
Aging with Dignity
As we age, living comfortably and with peace of mind takes planning. Good health may be challenged by periods of infirmity. Maintain control over your life by preparing for the […]
Executor Decision
Passing on some good advice from a fellow CFP® professional – who also happens to be an estate planning attorney – regarding how to pick you estate executor. While the […]
Dos and Don’ts of Beneficiary Designations
Most people think of wills and trusts when they hear the words estate planning. However, an essential – and often overlooked – aspect of estate planning is making beneficiary designations […]
Don’t Count Your Chickens…
The fact that almost 70 percent of young people expect to get an inheritance may mean they’re in for an unpleasant surprise, since only 40 percent of their parents plan […]